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:
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:
Note: You cannot update the Bidders email addresses in bulk (bulk update through Bulk edit) or within multiple records. You can only change a Bidder's email address in a single record. |
View | Your options are:
------------------
|
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
Filters Based on:
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:
|
Refresh | Click this option to update the list of items in your Tasks log. |
To print your tasks (Print) or export your tasks to a CSV or Excel file:
| |
Search
| To open the Search window (bottom of the log) and search for a particular item. |
Find on Page | To find a task based on the column headings. When you click this option, the system inserts a row that lets you enter filter parameters. |
The Tasks log has the following columns:
- Project Number
- Origin
- Business Process
- Record Number
- Title
- Record Due
- From
- Sent for
- Task Due
- Received
- Workflow Name
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.
- From the Available Columns box, 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.
- In case you want all of the available columns to be seen in the log view, click 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.
- To move multiple available columns at a time, click one column to select it (in the Available Columns box), and then hold down the Ctrl key and proceed 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 Thursday, January 4, 2024