Tasks
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      Report on Tasks

      Contents

      • Overview
      • Pre-condition
      • Steps
      • Supplementary Information

      Overview

      Tasks offers a summary of tasks connected with document within the document’s sidebar, as well as a centralised view of tasks from across all documents on a dashboard in the Tasks tab.

      The dashboard has sorting and filtering options for efficient management and reporting, including an option to display others’ tasks as well as your own - providing you more control to find the required actions.

      Lastly, you'll be able to export the table view to help your internal reporting.

      Pre-condition

      • System Level Permission: 'Edit Documents', 'Create Documents', 'Document Manager', 'System Administrator'
      • Platform Configuration: The Tasks feature has to enabled

      Steps

      Manage document tasks in document sidebar:

      1. Click the Tasks icon in the document sidebar to see a list of tasks ordered by due date.
      2. Click on any task to open and update it.
      3. Adjust the "Assignee filter" to view your tasks (i.e. tasks you’re assigned to or created) or all users’ tasks within the document.
      4. Toggle the "Show completed" option on/off to view completed tasks or outstanding tasks.

      Manage all tasks in dashboard:

      1. Navigate to the dashboard from a document by clicking the "view all tasks" button in the tasks section of the doc sidebar, or by clicking the Tasks Tab on the top menu.
      2. (Optional): Filter tasks* by the following:
        1. Type:
          1. Task.
          2. Incident.
          3. Exception.
          4. Evidence.
        2. Document name.
        3. Due date:
          1. Overdue.
          2. Due next week.
          3. Due next month.
          4. Last week.
          5. Exact/After/Before a Date or Between 2 Dates.
        4. assignee (your user is set by default)
        5. reporter
        6. completion status
      3. Optionally sort tasks by:
        • state
        • type
        • due date
        • reporter
        • assignee
      4. (Optional): Adjust the number of tasks to display per page (25, 50, 100).
      5. Adjust the "Assignee filter" to view your tasks (i.e. tasks you’re assigned to or created) or all users’ tasks within the document.
      6. Toggle the "Show completed" option on/off to view completed tasks or outstanding tasks.

      Export Tasks Table

      1. Go to the Tasks dashboard by clicking the Tasks Tab on the top menu.
      2. (Optional): Adjust task filters.
      3. Click on Export table.*

        4.2 tasks table

      Supplementary Information

      • The applied filters are saved; logging out and back in will show the filters prior to logging out.
      • The following table columns can be configured to hide/show, be pinned to either the most left or right column, or be unpinned:
        • State
        • Type
        • Title
        • Description
        • Due Date
        • Document
        • Reporter
        • Assignee

      Notes

      • If the ‘Due Date’ filter is applied, tasks without a due date will be filtered out.
      • Document filter allows the selection of only 1 document.

      Export Table

      • Allows exporting table view content in CSV format with selected columns and order.
      • Name of the: Tasks - November 25, 2021 at 10-20
      • The exported state will contain the state that the user configured and sees on the platform. It will have the same columns and their order.
      • We use “;“ as a delimiter in CSV file.
      • Tasks from other pages will not be included.