Object Tasks window

The Object Tasks window has two main sections.

The top pane lists all tasks that have been recorded but have not yet been allocated to a staff member. You can:
- add new tasks for an object without allocating a task staff member
- view and edit unallocated tasks.
The bottom pane lists all tasks that have been allocated to a staff member. If the Include Closed Tasks field is selected, this pane also displays allocated tasks that have been completed. You can:
- add new tasks and allocate a task staff member to them
- view and edit allocated tasks
- view and edit the details of selected completed tasks.

Object Tasks window key fields and buttons

Unallocated Tasks grid area key fields

Field	Description
Seq	Task sequence number. This is the unique identifier for the task.
Opened	Date that the task was created.
Initiated By	Name of the person who initiated the task. Note: This field is automatically populated with the Community ID of the current Synergetic user.
Level	Priority level for the task. For example, a Level 1 task has more priority than a Level 3 task.
Severity	Severity rating of the problem that the task is aimed to fix. For example, severity can be rated on a level of 1 to 10 with 10 being very severe and 1 being minor. Note: Severity values are defined in the luObjectTaskSeverity lookup table. See luObjectTaskSeverity lookup table in the System Maintenance manual.
Status	Current status of the task. For example, New, Waiting for Info, Completed.
Subject	Brief description of the task. For example, Paint Front Door, Clean Blinds.
Object Description	Description of the object related to the task.
Object No	ID number of the object related to the task.
Initiated ID	ID number of the person who initiated the task.

Allocated Tasks grid area key fields

The Allocated Tasks grid area uses the same fields as the Unallocated Tasks grid area. The following fields are unique to the Allocated Tasks grid area.

Field	Description
Allocated To	Name of the person who has been allocated the task.
AllocatedToID	Unique identifier of the person who has been allocated the task.

Buttons

Button	Description
	Launch Maintain Object Task window to view and edit the details of the selected task. See Maintaining object tasks.
	Launch the Maintain Object Task window to create a new task. See Creating new object tasks. Note: The New Task button next to the Allocated Tasks area also allocates the task to the default person.
	Save changes and close the Object Task window.

Button

Description

Launch Maintain Object Task window to view and edit the details of the selected task.

See Maintaining object tasks.

Launch the Maintain Object Task window to create a new task.

See Creating new object tasks.

Note: The New Task button next to the Allocated Tasks area also allocates the task to the default person.

Save changes and close the Object Task window.

Last modified: 8/04/2015 1:56:46 PM