How To: Tasks
How to add a Task
- Navigate to the Tasks area. You will be taken to the Task Maintenance DataGrid.
- Click Add at the top of the DataGrid. This will open up the Add Tasks menu.
- Fill in all of the details about the Task.
- Save your Task by selecting Save & Close.
How to view outstanding Tasks
- Navigate to the Tasks area. You will be taken to the Task Maintenance DataGrid.
- Click Filters and select + New Filter.
- From the drop-down filter field select Status ID, from the operator field select Is Not In and using the text box field select all of the statuses that apply (i.e. Completed).
- Once you have chosen your filter options, select Apply.
- To apply this filter again, rename the filter from 'My Filter' and select Save:
How to update a Task
Please note, you can't currently mark a task as completed, if there is no start date on the task, see the ticket in the comments below for an example of this.
- Navigate to the Tasks area. You will be taken to the Task Maintenance DataGrid.
- Right click on the Task you would like to update and select Edit from the context menu.
- Update the relevant information and click Save & Close.
How to Clone a Task
- Navigate to the Tasks area in your platform. You will be taken to the Task Maintenance DataGrid.
- Right click the Task you wish to clone and select Clone Task from the context menu.
- You will then be able to select items in accessplanit to clone your Task to.
- Click Clone to clone this Task.