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. 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 |
Task Details area buttons
Button |
Description |
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Launch the Customise Workflow Display window to display additional information next to task names in the tree view. |
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Launch the Link To window of the selected maintenance module to link a record to the task. |
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Remove the link to the displayed maintenance record. |
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Launch the Reallocate Task window to reallocate the task to a different community member. |
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Launch the New Task From Template window. The task can be created either:
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Launch the New Subtask From Template window. The sub-task can be created either:
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Move the selected task up or down the task tree. |
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Delete the selected task. |
Last modified: 17/05/2016 3:01:33 PM
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© 2016 Synergetic Management Systems. Published 19 September 2016. |