Overview
The Tasks tab displays all the tasks associated with the subject and allows new tasks to be created.
Content
A list of tasks is displayed based on the filter criteria.
- Task Priority
- Low priority: the task has a dark gray background
- Medium priority: the task has a light gray background
- High priority: the task has a light red background
- Past due tasks: tasks with a red date are past due or due today
- Completed tasks: tasks with a strikethrough are completed
- Dates that are highlighted green in the calendar of the Filter panel have a task due on that day
| Info |
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Tasks entered from the Subject Overview page are considered Subject tasks and will display with a Type S on the Home page |
Actions
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Task Name
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Update a task by clicking on the task name
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Search for tasks using the Filter in the right panel
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Complete a task by marking the checkbox to the left of the task due date
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. Click on a column heading to sort in ascending order by the clicking. Click the column heading a second time to sort in descending order.
- Due: The due date of the task
- Complete: Notes if the task was marked as completed, completed tasks are marked Yes and have a strike through
- Assigned To: The user the task is assigned to
- Name: The task tame
- Description: Optional field, displays the beginning of the description based on the window size
- Priority: Displays Low, Normal, or High based on what was entered when the task was created
Actions
- Add a new task
- Click the + to open the Task Update window
- Edit a task
- Click on the task's due date to open the Task Update window
- Delete a task
- Click the delete button to delete the task
