Manual:Tasks: Difference between revisions
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[[Category:Applications]] | |||
=Task Entry= | =Task Entry= | ||
<b>Menu Location:</b> Main > Tables > Tasks > Task Entry | <b>Menu Location:</b> Main > Tables > Tasks > Task Entry | ||
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#Task # - this field auto-populates | #Task # - this field auto-populates | ||
#Requested By - name of person requesting task | #Requested By - name of person requesting task | ||
#Task Type - type of task (user defined types) | #Task Type - type of task (user-defined types) | ||
#Category - used to categorize tasks (user defined categories) | #Category - used to categorize tasks (user-defined categories) | ||
#Description - short (high level) description of request | #Description - short (high level) description of request | ||
#Long Description - details for the task request | #Long Description - details for the task request | ||
#Status - | #Status - user-defined | ||
#Contact Info - company, if applicable, or person | #Contact Info - company, if applicable, or person | ||
#Assigned To - person responsible for resolving task request | #Assigned To - person responsible for resolving task request | ||
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#Total Hours - auto-populates by summing all worklogs related to task | #Total Hours - auto-populates by summing all worklogs related to task | ||
#Total Est Hours - total estimated hours of main task plus estimated hours of all sub tasks | #Total Est Hours - total estimated hours of main task plus estimated hours of all sub tasks | ||
#Submitted Date - auto-populates to current date/time | |||
#Target Date - goal date to complete task | |||
#Start Date - date to start task | |||
#Due Date - date task must be completed by | |||
#Completed Date - upon clicking <b>Mark Complete</b> button, auto-populates date/time | |||
#Cancelled Date - upon clicking <b>Cancel Task</b> button, auto-populates date/time | |||
#Parent Tasks - shows parent task when there are sub tasks | |||
#Sub Tasks - shows all sub tasks when on the parent task record | |||
#Project - denotes task and sub tasks (if any) as a project and will display on the <b>Task View</b> Dashboard when <b>Projects</b> is selected | |||
Buttons (Main Tab) | |||
:*<b>Task View</b> | |||
::*Opens the Task View Dashboard | |||
:*<b>Appointment View</b> | |||
::*Opens the Appointment View Dashboard | |||
:*<b>Work Log View</b> | |||
::*Opens the Work Log View Dashboard | |||
:*<b>Create Link</b> | |||
::*Creates a link between the task and another Object | |||
:*<b>Add Hours</b> | |||
::*Creates a Time Card Entry record for 1 hour (rounds to nearest time in quarter hour increments) | |||
:*<b>15 Min</b> | |||
::*Creates a Time Card Entry record for 15 minutes (rounds to nearest 15-minute increment) | |||
:*<b>30 Min</b> | |||
::*Creates a Time Card Entry record for 30 minutes (rounds to nearest 30-minute increment) | |||
:*<b>45 Min</b> | |||
::*Creates a Time Card Entry record for 45 minutes (rounds to nearest 45-minute increment) | |||
:*<b>1 Hour</b> | |||
::*Creates a Time Card Entry record for 1 hour (rounds to nearest hour increment) | |||
:*<b> 2 hours</b> | |||
::*Creates a Time Card Entry record for 2 hours (rounds to nearest 2-hour increment) | |||
:*<b>Add SubTask</b> | |||
::*Creates a New Task as SubTask | |||
:*<b>Link SubTask</b> | |||
::*Links an existing Task as a SubTask | |||
:*<b>Mark Complete</b> | |||
::*Marks task completed and removes from Active tasks in Task View Dashboard | |||
:*<b>Cancel Task</b> | |||
::*Marks task as cancelled and removes from Active tasks in Task View Dashboard. | |||
=Task View Dashboard= | |||
<b>Menu Location:</b> Main > Tables > Tasks > Tasks | |||
The Task View Dashboard allows for filtering of all tasks. | |||
Checkboxes (left column) | |||
:*<b>Active</b> | |||
::*Displays Active Tasks only | |||
:*<b>Completed</b> | |||
::*Displays Completed Tasks only | |||
:*<b>Cancelled Tasks</b> | |||
::*Displays Cancelled Tasks only | |||
Checkboxes (left column) | |||
:*<b>Projects</b> | |||
::*Displays Projects based on checkboxes selected from left column | |||
:*<b>Hide Tasks with Uncompleted Prerequisites</b> | |||
::*Prerequisite tasks are tasks that must be completed in a certain order | |||
:*<b>Show Future Tasks</b> | |||
::*Tasks with future Due Dates do not by default appear in the Active Tasks list | |||
Checkboxes (top right) | |||
:*<b>Assigned To</b> | |||
::*Shows tasks assigned to person displayed in <b>Person</b> field | |||
:*<b>Requested By</b> | |||
::*Shows tasks requested by person displayed in <b>Person</b> field | |||
:*<b>Coordinator</b> | |||
::*Shows tasks for person assigned as Task Coordinator in <b>Person</b> field | |||