Managing Tasks

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A personal task list is a set of tasks scheduled for the day or week. ConcourseSuite has a built in personal task list.

On clicking Tasks, the basic task listing screen is displayed, as shown in Figure 1.

 

Task_list

Figure 1 Task List

The task listing contains the following items in each row:

Priority of the task
Description of the task
Due date
Age

To view details of the task, click action_icon. The Contact link (highlighted in green) to the right of the description, displays the Contact Details page.

 

Task_actions

Figure 2 Task Actions

The task list has a checkbox to the left of each task, where completed tasks are marked. When you click action_icon, a context menu is displayed. The following tasks are available on the context menu:

View task details
Modify a task
Reassign a task to another employee, contact, contact account, projects, or leads
Forward a task to another user
Delete a task

Tasks related to a trouble ticket have a ticket link to the right of the description. To view the task details page, click the task description itself. The Task Details page is shown in Figure 3.

 

Task_details

Figure 3 Task Details

The Task Details page contains the following information about the task:

Description - refers to a short description of the task
Due Date -refers to the expected date of completion of the task
Priority - expresses the importance of the task
Status - displays the status of the task, whether pending or complete
Sharing - determines if the task is personal, which only you can see
Assigned To - displays the name of the person in your hierarchy to whom the task is assigned
Estimated Level Of Effort (LOE) - displays the estimated time for the task to be completed
Notes - free form notes
Link Contact - refers to a link to the related contact, if there is one

You can add a task using the following options on the Task page:

Quickly Add a Task
Add an Advanced Task

Quickly Add a Task

You can add a task by specifying only the description, as shown in Figure 4.

 

myhomepage_quickadd

Figure 4 Adding a Task Using the Quickly Add a Task Option

Add an Advanced Task

A detailed task, specifying all the relevant details can be added in two ways, as listed below:

Using the Add an Advanced Task option
Using the More Fields button

Clicking the More Fields button, as shown in Figure 5, displays the Add a Task form, which enables you to add a detailed task.

 

myhomepage_quickadd

Figure 5 Adding a Task Using the Add an Advanced Task Option

Selecting Add an Advanced Task, as shown in Figure 5, also displays the Add a Task form, as shown in Figure 6.

 

Add_task

Figure 6 The Add a Task Form