Managing Tasks

Click to show the number of active tasks in each personal folder. The folder count appears as a number in parentheses after the folder name. Folder count values will only be recalculated when this button is clicked.

Folder counts do not appear for the Group, Direct Reports, My Sales Team,or Delegated folders.

Click to access the My Tasks - User Options page, where you can choose the default filter, default folder, and transaction type for the task list, or delegate your tasks.

Click to display task entries owned by or assigned to the user that have not been moved to other folders. You can move task entries into personal folders from the My Tasks view. You can also move tasks from any previously created personal folder back to the My Tasks folder or to another personal folder.

Click to display all task entries from the My Tasks folder and any personal folders that you have created.

Click to display only the task entries of your direct reports (as defined on the worker record). This folder appears only if the current user has direct reports.

When you use the direct reports view of your task list, the Direct Report drop-down list box appears so that you can further filter the list to display only entries for a specific person whom you supervise, or for all direct reports at once.

Click to display only the task entries of your sales team. This folder appears only if the current user is a sales manager (as defined by the Territory Tree).

When you use this view of the task list, the Team Member drop-down list box appears so that you can further filter the list to display only entries for a specific person on your team, or for all team members at once.

Click to display only task entries that are associated with a provider group to which you belong. This folder appears only if the current user belongs to at least one provider group.

When you use the group tasks view of your task list, the Provider Group drop-down list box appears so that you can further filter the task list to display only entries for a specific provider group to which you belong, or for all provider groups at once.

Click to display only task entries that have been delegated to you. This folder appears only if you have task items delegated to you from other users.

When you use the delegated view of your task list, the Delegator drop-down list box appears so that you can further filter the task list to display only entries for a specific person whose tasks have been delegated to you.

Click to access the My Tasks - Add Folders page, where you can name and create a new personal folder.

Click to access the My Tasks - Manage Folders page, where you can rename or delete a personal folder. Note that you cannot delete a folder that contains one or more active (open) tasks.

This button only appears if you there is at least one personal folder to manage.

Click to view the contents of a personal folder.

Select a filter to view only tasks that meet the filter criteria. The available filters are:

• All Open Tasks

• Meetings This Week

• Meetings Today

• Overdue Tasks

• Tasks This Month

• Tasks This Week

• Tasks Today

• Tasks Tomorrow

By default, all open tasks, appointments, and meetings appear in the task list. You can click the Options button to select a different default filter.

Displays the task priority

Displays the task type of the task.

Indicates whether the task is assigned to you and whether you accepted or rejected the task.

Indicates the task status.

Displays the primary contact for the task or meeting.

Displays the task owner.

Click this button to complete the selected task(s).

Click this button to reassign the selected task(s).

This button is enabled in all folders except the Group Tasks folder. Before a Group Task can be reassigned, one of the group members must take ownership.

This button is only enabled when viewing the Group Tasks folder. When clicked, it will set the task owner to the currently logged in user.

Move the selected task(s) to any other personal folder (My Tasks or any user-defined folder).

The Move To drop down list and corresponding Go button are only visible when in My Tasks or other personal folders.

Select a task type for the task you wish to add.

Click to add a task of the selected type.

Click to display a list of task statuses. Choose one or more statuses to filter the task list by those statuses.

Select one or more roles to display only tasks for which you have the selected roles.

Click to access the Personalize Search Settings page, where you can modify the columns that appear on the My Tasks grid.

Select the filter to determine the type of transaction that you want to see when you first access your task list for a particular browser session.

Select the folder that you want to see when you first access your tasks for a particular browser session.

Specify the start date for task delegation.

Specify the end date for task delegation.

Indicate the task list whose items you wish to delegate.

Indicate if you are delegating tasks to a provider group or to an individual.

Specify the name of the provider group or of the individual to whom you wish to delegate the tasks.

Indicate the task type that you wish to delegate.

Select this option to allow the delegated provider group or individual read-only access to the tasks.

Select this option to allow the delegated provider group or individual access to your personal tasks.

Enter the meeting subject that appears on the My Tasks list.

Select a task type if you access this page from the toolbar. If you access this page from the My Tasks page, the system displays the task type you select on the My Tasks page.

Select the status of the task from the list of available statuses: Cancelled, Completed, In Progress, and Open.

Select to permit only the task owner to access task details.

Enter the starting and ending dates and times of the task.

Enter the name of the provider group that owns this task. A task must be associated with a provider group or an individual owner (or both).

Enter the name of the individual task owner. The owner might not actually perform the task, but is responsible for task completion. If the task is also associated with a provider group, then only members of that provider group will be available as choices for the owner: otherwise any worker may be selected as an owner.

Select the reoccurrence frequency for the task.

Click to access the Task Repeating Options page (RB_TSK_REPEAT_SEC) configure the settings for the repeating task.

Click to link a company, lead, opportunity, or referral to the task. This link appears only if View or Link Transactions was selected on the Task Type page. Clicking this link accesses the Related Objects for the Task page (RB_TSK_TXNS) where you can search for and select objects to link to the task.

If you want to receive a reminder for this task, enter the number of days, hours, or minutes the reminder should send before the task is scheduled to begin.

Enter the name of the person to whom the task is assigned or who is invited to the meeting.

Click to replace the meeting invitee with another contact. The system sends the new invitee an email. The system removes the task from the original invitee's task list.

Click to create the meeting invitee as a contact in the CRM system. For invitees who are not available in CDM, the Create button is presented for you to add the invitee as a contact using Quick Create.

Select the person's role. The company name that the person represents appear in the list, as well as other roles the person has, such as Individual Consumer.

Indicates the status of the task assignee: Assigned, Accepted, or Declined.

Select Absent or Attended. This field is available only if you select Record Attendance on the Task Type page.

Select whether the invitation is Mandatory, FYI, or Optional for the invitee. This column appears only if the Show Invitation Type field is selected for this task type on the Task Type page.

Select to indicate that the contact who is listed in the row is the primary contact for this task. There is only one primary contact for a task, and the primary contact name appears for the task when it is listed on the My Tasks page.