Using the Add_Edit Tasks window

Modified on Sun, 19 Apr at 11:22 PM

Use the Add/Edit Tasks window to:

How to:

Maintain task descriptions. See the Add/Edit Tasks window - Description tab.
Review task details. See the Add/Edit Tasks window - Detail tab.
Adjust advanced settings. See the Add/Edit Tasks window - Advanced tab.
Maintain task dependences. See the Add/Edit Tasks window - Dependencies tab.
Maintain related tasks. See the Add/Edit Tasks window - Related Tasks tab.
Maintain task workflows. See the Add/Edit Tasks window - Workflow tab.
Maintain task documents. See the Add/Edit Tasks window - DocMan tab.
Review general information about the task. See the Add/Edit Tasks window - About tab.

Opening the Add/Edit Tasks window

To open the Add/Edit Tasks window:

Select System > Task Maintenance.
The Task List window is displayed.
Click next to an existing task.
The Description tab of the Add/Edit Tasks window is displayed.

Add/Edit Tasks window key fields and buttons
Task details area fields

Field	Description
Summary	Brief task description.
Status	Status of the task.
Linked To	Select a maintenance module from the drop-down menu to link the task to a maintenance record. Click the launch link to open the maintenance module. Note: The maintenance modules displayed will depend on your security permissions. Contact your IT administrator.
Allocated To	Community member allocated to the task. Click the launch link to open Community Maintenance. Note: This defaults to the community member who created the task. Use the button to allocate a different community member.

Task Details area buttons

Button	Description
	Launch the Customise Workflow Display window to display additional information next to task names in the tree view.
	Launch the Link To window of the selected maintenance module to link a record to the task.
	Remove the link to the displayed maintenance record.
	Launch the Reallocate Task window to reallocate the task to a different community member.
	Launch the New Task From Template window. The task can be created either: from a template listed in the grid area without using a template.
	Launch the New Subtask From Template window. The sub-task can be created either: from a template listed in the grid area without using a template.
	Move the selected task up or down the task tree.
	Delete the selected task.