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Summary

Use this screen to add, view and manage Tasks. 

It contains a summary of all Tasks, and may be used to review your own Tasks, as well as those assigned to other Users.

Tasks may be added throughout the system, against Sales Orders, Purchase Orders, Stock Transfers and more; for a guide on adding Notes and Tasks, click here

Notes are simply Tasks without an actionable task

Key to Icons

status_open.gif = open

status_inprogress.gif = in progress

status_awaitingreply.gif = awaiting reply

status_awaitingaction.gif = awaiting action

status_completed.gif = completed

Overdue Tasks are highlighted in red

For more information on Statuses click here.

Finding a Task

All Tasks are listed on this summary screen; use the filters to find or view Tasks. You can filter by:

  • Store
  • Store User
  • Category
  • Status
  • Due Date

You can also choose to view overdue only.

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View by Category

Use the filters to view Tasks linked to a specific Category; these are set up in Site Settings.

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It is not possible to filter by sub-category

View by User

Use the filters to view tasks assigned to a specific User.

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Some tasks may be linked to more than one User

Managing a Task

Click on the Task Id to manage that Task.

More information on managing tasks is available here.

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