Field

Description

Summary

Brief task description.

Status

Status of the task.

Linked To

Select a maintenance module from the drop-down menu to link the task to a maintenance record. Click the launch link to open the maintenance module.

Note: The maintenance modules displayed will depend on your security permissions. Contact your IT administrator.

Allocated To

Community member allocated to the task. Click the launch link to open Community Maintenance.

Note: This defaults to the community member who created the task. Use the button to allocate a different community member.

Launch the Customise Workflow Display window to display additional information next to task names in the tree view.

Launch the search criteria window of the selected maintenance module to link a record to the task.

Launch the Reallocate Task window to reallocate the task to a different community member.

Launches the New Subtask From Template window. The sub-task can be created either:

• from a template
• without using a template.

Move the selected task up or down the task tree.

Start the selected task.

Complete the selected task. The task description turns green to indicate that the task has been closed.

Delete the selected task.

Save changes to the task and continue editing.

Cancel changes to the task and close the current window.