1. Classic User Guide
  2. Task Management
  3. My Tasks Screen

My Tasks Screen

The My Tasks screen displays all tasks visible to you. The menu options available are based on the task status and the associated workflow.

The Task Filters along the top of the screen allow you to limit the tasks displayed in the My Tasks screen.

The following information is displayed for each task:

  • P (Priority) - Task priority. This can be High, Medium, or Low.

  • Date - Start date for the task.

  • Start Time - Start time for the task.

  • Duration - Length of time for the task.

  • Activity - Type of task.

  • Description - Description of the task.

  • Customer - The customer associated with the task.

    Note:

    If a customer is associated with the task, the task can also be viewed from the Task tab in Customer Maintenance.

  • Status - Status of the task. This can be Open, In Progress, Cancelled, or Closed.

  • Associate - Employee or employee group assigned to the task.

Task Filters

Use the filter bar to view specific information. Search by Associate, Activity, Start Date, End Date, or Status. Your security privileges determine which Associates you can view.

You can filter tasks on the following criteria:

Assigned Associate

To filter tasks by assigned associate:

  1. Click the Associate name.

    Xstore Point of Service displays a list of employee and employee groups.

  2. Click the correct employee or employee group.

  3. Click OK.

    The task list will only display tasks associated with the selected employee or employee group.

Activity

To filter tasks by activity type:

  1. Click Activity.

    Xstore Point of Service displays a list of activity types.

  2. Click the correct activity type.

  3. Click OK.

    The task list will only display tasks of the selected activity type.

Status

To filter tasks by task status:

  1. Click Status.

    Xstore Point of Service displays a list of task status.

  2. Click the correct task status.

  3. Click OK.

    The task list will only display tasks of the selected task status.

Start Date

To filter tasks by start date:

  1. Click the Start Date field.

  2. Enter the new start date.

  3. Press Enter.

    The task list will only display tasks with a start date on or after the entered date.

End Date

To filter tasks by end date:

  1. Click the End Date field.

  2. Enter the new end date.

  3. Press Enter.

    The task list will only display tasks with a start date on or before the entered date.

Sort Tasks

Click a column name in the task list to sort the list by that column. Click the column again to alternate between sorting ascending or descending.

Task Notes

The most recent note associated with the task displays beneath the task row.

To view all the notes for a task:

  1. Select the task:

    • Click the task.

    • Use the up and down arrows to highlight the task, then press the Spacebar.

  2. Click View Notes.

    A window opens displaying all the notes for the task. Click Back to close the window.

Open Customer Record

To open a customer record in Customer Maintenance from a task:

  1. Select a task associated with a customer:

    • Click the task.

    • Use the up and down arrows to highlight the task, then press the Spacebar.

  2. Click View Customer.

    The customer record opens in Customer Maintenance.