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Using the Add/Edit Tasks window

Use the Add/Edit Tasks window to:

How to:

Opening the Add/Edit Tasks window

Add/Edit Tasks window key fields and buttons

Task details area fields

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.

Linked to Tasks dropdown (Add Task window, synweb)

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 Reallocate... button (ellipses, synweb) button to allocate a different community member.

Task Details area buttons

Button

Description

Display button (synweb)

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

Customise Workflow Display window (synweb)

Add button (Add tasks window, synweb)

Launch the Link To window of the selected maintenance module to link a record to the task.

Link to community member (tag list, synweb)

Remove button (Action Centre, synweb)

Remove the link to the displayed maintenance record.

Reallocate... button (ellipses, synweb)

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

Reallocate Task window (synweb)

Add Task button (synweb)

Launch the New Task From Template window. The task can be created either:

  • from a template listed in the grid area
  • without using a template.

New Task from Template window (Introduction, synweb)

Add Sub Task button (synweb)

 

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

  • from a template listed in the grid area
  • without using a template.

New Subtask From Template window (synweb)

Navigation arrows (workflow tasks, synweb)

Move the selected task up or down the task tree.

Delete button (Add tasks, synweb)

Delete the selected task.

Last modified: 17/05/2016 3:01:33 PM

See Also

Managing tasks

Creating tasks

Add/Edit Tasks window - Description tab

Add/Edit Tasks window - Detail tab

Add/Edit Tasks window - Advanced tab

Add/Edit Tasks window - Dependencies tab

Add/Edit Tasks window - Related Tasks tab

Add/Edit Tasks window - Workflow tab

Add/Edit Tasks window - DocMan tab

Add/Edit Tasks window - About tab

Using task templates

© 2016 Synergetic Management Systems. Published 19 September 2016.

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