Task Conditions

When choosing task conditions, select from these fields and enter the value in the specified format.

Conditions for Tasks

Field	Description	Value
Status	Task status.	Select a status from the menu.
Previous Status	Task previous status.	Select a status from the menu.
Assign	Staff member to assign the task.	Select a staff account from the drop-down list.
Previous Assigned	Staff member previously assigned the task.	Select a staff account from the menu.
Completed Date	Date the task was completed.	Click the drop-down list to open the current month calendar, then select a task completion date. Use the arrows at the top to change the month if necessary.
Created	Date the task was added.	Click the drop-down list to open the current month calendar, then select the date the task was added.
Updated	Date the task was last updated.	Click the drop-down list to open the current month calendar, then select the date the task was updated.
Updated From	Source of the most recent task update.	Select the check box that indicates where the task was most recently updated.
Due Date	Date the task is due.	Click the drop-down list to open the current month calendar, then select the task’s due date.
Escalation Level	Task escalation level. This field is set through rules in the database and cannot be edited in the record. To view a task escalation level, click Info on the ribbon when the task is open.	Select an escalation level from the menu.
Previous Escalation Level	Task previous escalation level.	Select an escalation level from the menu.
Name	Name of the task.	Enter the task name in the field.
Percent Complete	Percentage of the task that is complete.	Enter a value in the field.
Planned Completion Date	Date the task is scheduled to be completed.	Click the drop-down list to open the current month calendar, then select the planned completion date for the task.
Priority	Task priority.	Select a priority from the menu.
Start Date	Date the task is started.	Click the drop-down list to open the current month calendar, then select a start date for the task.
Type	Type of task, which means the type of record the task is associated with.	Select a task type from the menu.