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Overview
Each Phase can have one or more Tasks. Tasks are assigned to the Users to action and will appear in their Tasks list. Task allocation can also be automated based on conditions. E.g. if Campus=Sydney assign to User A, if Campus=Melbourne assign to User B.
For above example, multiple departments may need to review the request and there can be multiple tasks within the “Review by Departments” Phase.
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Task List
The Tasks are listed as rows in a grid.
The grid displays the following data columns:
- Task
- Created Date
- Description
- Priority
- Deadline Day
- Parent Phase
The right most column contains the Action Icons that are used to perform various functions for each Task.
Grid Navigation
Multiple pages will be displayed for a grid listing more than 10 items.
The Page Navigation Bar helps Users navigate between pages of items in a grid and also go to a specific page.
Page Navigation always display the page number of the page a User is currently viewing and also includes back and next buttons, and for large numbers of pages includes first or last buttons.
Search
A keyword search of the Task Names which allows the User to refine the Tasks displayed in the grid.
A keyword search looks for the word(s) anywhere in the Task Names. Keyword searches are useful when the User has part of the information.
Sort
Allows Users to click on the heading name, for columns displaying the Sort icon, to re-organise the grid in the order of the data in that column.
Clicking a heading name will alternatively order the grid data in ascending order and then in descending order.
Ascending means smallest to largest, or alphabetical.
Descending means largest to smallest, or reverse alphabetical.
Add New
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Task Name | The name of the Task. Task names must be unique within a Phase. This is a mandatory field. |
| Description | Description of the Task. This is a mandatory field. |
| Assigned To | Select the User who the Task will be assigned to. This is an alternative to selecting a User in the Add Rule option. |
| Add Rule | Add a Rule to determine the User who the Task will be assigned to. This is an alternative to selecting a User in the Assigned To field. See Adding a Rule below for more information. |
| Priority | |
| Deadline Day | |
| Parent Task | |
| Email Template | |
| Client File Upload | |
| Send Email (notify assigned to User) | |
| Include CC To Requester Email |
Add Rule
The Rule will be applied to determine which User the Task will be Assigned To. This is an alternative to selecting a User in the Assigned To field
FIELD DESCRIPTIONS
Field | Description |
|---|---|
| Condition | Options are:
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| Element | Each Element is set by a 'Choose from a list' Form Elements on the Mapped Form |
| Element Value | Each Element Value is set from the 'Choose from a list' Form Element in the Element field |
| Assign To | The User who the Task will be assigned to. |
Manual Order
Manually configure the Task Order
Edit
All fields can be edited.
Delete
A confirmation message will be shown that requires action.
Setup Training
Further information for Setup Training