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Tasks


This section displays different task groups: incoming, outgoing, periodic tasks, time reports, department tasks and tasks archive.
In the Tasks section you can:
You can open the Tasks section in several ways:
The Tasks section is only available to users with the appropriate access permissions. The permissions are assigned by the system administrator in Administration - Users - Access settings - Global access settings - Tasks - Access to the "Tasks" module. For more information on assigning access permissions, see the respective Help section.
Fig. 1 illustrates an example of the Tasks page of the CEO.
Fig. 1. "Tasks" page
There are simple and periodic tasks. Periodic tasks repeat after a certain period. A task can last several days.
By default, when you create a task, you cannot use a past date. Task end date also cannot be moved to a past date. Only the users with the respective access permissions can do this. The system administrator assigns the permissions in Administration – Users – Access Settings – Global Access Settings – Tasks – Create/Edit tasks for a past date .

Tasks page left menu

By default the left menu (fig. 2) of the tasks page contains:
Fig. 2. Left menu of a user tasks page
To open a subsection, click on its name.

Toolbar Buttons

Click the Tasks button to open the task creation page.
 
Click to open the drop-down menu, which allows you to:
Opens the time report creation page.

Task User Roles

A user can have one of the following roles in the task:
Warning!
These users can view the task:
  • author;
  • executor;
  • co-executor;
  • superiors of the author, executor and co-executor (according to the company's organizational structure).
These users can edit the task:

Section Filter

Allows displaying tasks, filtered by the criteria, saved in the system.
To select a filter, click Select Filter (fig. 3) and select the required filter in the opened window. If you cannot find the filter you need, create it. The page will display the tasks, according to the filter. To learn more about working with filters, see the respective Help section.
Fig. 3. Select filter
Note, that different sections of the system can have different sets of filters.

Filter without saving

Allows displaying tasks, filtered by the user criteria. To apply this filter:
The user, who received the link to the page with tasks search results, can view only those tasks, they have permissions to.
See also:
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