How To: Tasks

 

How to add a Task

  1. Navigate to the Tasks area. You will be taken to the Task Maintenance DataGrid.

  2. Click Add at the top of the DataGrid. This will open up the Add Tasks menu.

  3. Fill in all of the details about the Task.



  4. Save your Task by selecting Save & Close. 

How to view outstanding Tasks

  1. Navigate to the Tasks area. You will be taken to the Task Maintenance DataGrid. 

  2. Click Filters and select + New Filter.

  3. 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).

  4. Once you have chosen your filter options, select Apply.  

  5. To apply this filter again, rename the filter from 'My Filter' and select Save:

How to update a Task

  1. Navigate to the Tasks area. You will be taken to the Task Maintenance DataGrid. 

  2. Right click on the Task you would like to update and select Edit from the context menu. 



  3. Update the relevant information and click Save & Close. 

How to Clone a Task

  1. Navigate to the Tasks area in your platform. You will be taken to the Task Maintenance DataGrid. 

  2. Right click the Task you wish to clone and select Clone Task from the context menu. 



  3. You will then be able to select items in accessplanit to clone your Task to.

  4. Click Clone to clone this Task.