Manage Task
The Manage Task page provides an organized view of all tasks, displaying essential details to help users effectively track and manage their assignments. Key information includes:
Task ID: Unique identifier for each task.
Task Date: Date when the task was created.
Subject: Brief description of the task.
Assigned: Name of the individual responsible for the task.
Status: Current status of the task (e.g., open, closed).
Due Date: Deadline for task completion.
Last Activity: Date of the most recent update or action taken on the task.
Filters:
Users can refine their view by filtering tasks based on date, owner, assigned, status, task ID, or keywords in the subject.
Adding a New Task:
To create a new task, click the Add Task button on the Manage Task page. Enter details in the Info tab, including:
Subject: Title of the task.
Description: Brief overview of the task's purpose.
Priority: Set the urgency of the task.
Due Date: Specify the deadline for completion.
Task Holder: Assign a user to the task.
A checkbox labeled Lock Task Holder is available. If checked, the assigned task holder cannot be changed after assignment.
Viewing Task Details:
When viewing a specific task, users can access several tabs that provide detailed information:
Info Tab: Displays the subject, description, task owner, priority, and due date of the task.
Comments Tab: Shows the current assignee, status, attachments, and any additional comments related to the task.
Attachment Tab: Lists the filename, who posted it, and includes a download option for the attached file.
Event Log: Records changes made to the task along with the log date and description of updates.
Updating Task Details:
Users can update specific task details, including changing the task holder to assign a different person, updating the current status to reflect progress, modifying the urgency level of the task, and changing the deadline for completion.
Note: Only the task owner has the authority to close the task.