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. Can only be a mapped Request Template User managed in Process > Request Templates > Map Template Users Icon 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	Set a Priority for the Task. Options are: Low Normal High Urgent Only one option can be selected. It is not mandatory to set a Priority.
Deadline Day	Set the Deadline Day number for the Task. Deadline Day will be between the Phase Start Day and the Phase End Day.
Parent Task	Used to set the relationship of the Task with another Task.
Email Template	The Workflow Email Template used for notifications sent when a Task is completed. This information is associated with Workflow Email Templates managed in the Configuration menu.
Client Verification	Verification of attachments function is enabled for the Task: Checked Not checked (default option)
Allow File Upload	Task owner (assigned to) can upload files (attachments) from the Task Details: Checked Not checked (default option)
Show Form Attachment	Task owner (assigned to) can see attachments uploaded by requester in Form (if the Form has the Upload option set): Checked Not checked (default option)
Send Email (notify assigned to User)	Send Email to the Task owner (assigned to): Checked Not checked (default option)
Notification Condition	Set the condition for sending the email. The condition options are: Task Assigned - the email is sent only when the Task is assigned Status Modify - the email is sent only when the Task status is modified Always - the email is sent for all Task modifications; assignment, status, etc. Only one option can be selected. Only displayed if Send Email (notify assigned to User) option is selected.
Notified Users	Select Users to receive a copy (CC) of the email. Multiple Users can be selected. The Users are managed in the Configuration > Users menu and the Client > Client Users menu. Only displayed if Send Email (notify assigned to User) option is selected.
Include CC To Requester Email	Include the requester as a recipient of the email: Checked Not checked (default option) Only displayed if Send Email (notify assigned to User) option is selected.
Attach Form	Include the Form submitted by the Requester as an attachment in the email: Checked Not checked (default option) Only displayed if Send Email (notify assigned to User) option is selected.
Attach Form Uploads (if applicable)	Include the attachments for the Form submitted by the Requester as an attachment in the email: Checked Not checked (default option) Only displayed if Send Email (notify assigned to User) option is selected.

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: If Else If Else
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. Can only be a mapped Request Template User managed in Process > Request Templates > Map Template Users Icon