Tasks

The Tasks log has the following toolbar options:

Toolbar Options

Description

Create

To create a new record. You need to select a value for the following fields:

  • Select Business Process Origin: Your options are company or shell. Depending on your selection, you can click the Details icon () to open the Select Business Process Origin window, select a shell to list the names of available BPs, make your selection, and click Select.
  • Select Business Process: You can select a BP from the drop-down field.

You can create BPs records that involve a workflow when working within the Tasks module if you have permission to create BP records. It is important to note that you can only create Workflow BPs, and the list of available Workflow BPs are according to the shell or project that you are in.

Actions

To perform one of the following on any of your tasks, if applicable:

  • Accept
  • Undo Accept
  • Action with Preview...
  • Action without Preview...
  • Hide
  • Unhide All
  • Print

    Note: You cannot update the Bidders email addresses in bulk (bulk update through Bulk edit) or within multiple records. You can change a Bidder's email address in a single record, only.

View

Your options are:

  • My Daily Reports
  • Received in last 7 days
  • Received in last 30 days
  • Group by Business Process
  • Group by Origin
  • Hidden Tasks
  • All Tasks

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  • Create New View (See information at the end of this topic)
  • Manage Views

Edit View

Enables you to open the Edit View window and change the View Name. You can also use the following tabs to change the values of the:

Columns

  • Available Columns
  • Selected Columns
  • Lock after selected Column
  • Number of Records per Page

Filters

Based on:

  • Record
  • Advanced

Group By

To use the Add Column option, add columns, and arrange the items.

Sort By

To use the Add Column option, add columns, and arrange the items.

After you are finished, you can click:

  • Cancel to cancel your changes.
  • Apply to apply your changes.
  • Save to save your changes.
  • Save As to save your changes with a different name.

Refresh

Click this option to update the list of items in your Tasks log.

Print

To print your tasks (Print) or export your tasks to a CSV or Excel file:

  • Export to CSV
  • Export to Excel

Search

 

To open the Search window (bottom of the log) and search for a particular item.

Find on Page

To open a row under the column headings and find a task based on the column headings.

The Tasks log has the following columns:

Create New View

To create a new view for your log, click View drop-down and click Create New View to open the New View window. By default, the Columns tab is selected.

  1. From the Available Columns box, click to select the columns that you need and click the Move icon (the single arrow icon pointing to the right) to move your selected column to the Selected Columns box. The Selected Columns box contains the columns that are seen in the log view. The last column in the Selected Columns box is not available for locking.
  2. In case you want all of the available columns to be seen in the log view, click on one column to select it (in the Available Columns box), click the Move All icon (the double-arrow icon pointing to the right) to move all columns to the Selected Columns box.
  3. To move multiple available columns at a time, click on one column to select it (in the Available Columns box), then hold down the Ctrl key and proceed to click to select each desired column from the Available Columns box. Once finished, click the Move icon (the single arrow icon pointing to the right) to move all of the highlighted columns to the Selected Columns box.

    You can move each column in the Selected Columns box by using the:

    • Move Up icon (the single up-arrow icon)
    • Move Down icon (the single down-arrow icon)

    You can move multiple columns in the Selected Columns box by using the:

    • Move to Top icon (the double up-arrow icon)
    • Move to Bottom icon (the double up-arrow icon)

    To lock columns in the log view or determine the number of records, or both, use the following drop-down fields in the New View window, respectively:

    • Lock after selected Column
    • Number of Records per Page

Last Published Wednesday, December 20, 2023