Viewing Tasks

1. Select Tasks > Task Manager.

The Task Manager displays.

2. Select the Show All, Completed, and Past Due filters at the bottom of the Task Manager to change the types of tasks that display.
3. In the Related Info panel, select the following options to view details for other tasks:

1. Select My Tasks to view the tasks you added for yourself.

2. Select Tasks Assigned to Me to view the tasks assigned to you by other employees.

3. Select Tasks I Assigned to Others to view the tasks you assigned to other employees.

4. Complete the following as necessary:

• View the notes for each task

  1. Select Show Notes.

  2. Select Show Notes again to hide the notes.

   

• Perform a keyword search for a task

  1. Select the Show All filter at the bottom of the Task Manager.

  2. Click Find Text.

  The Text Search window displays.

  3. Type a keyword.

  4. Click OK.

  A list of search results displays.

  5. Locate the task you are searching for and update as necessary.

   

• Update a task

  1. Select the check box next to the task you want to mark complete.

  2. Click Edit.

  3. Make changes as necessary.

  4. Click Save.

   

• Mark a task complete

  1. Select the check box next to the task you want to mark complete.

  2. Click Edit.

  3. Select Completed.

  4. Adjust the entries in the Completed and @ fields as necessary.

  5. Click Save.

   

• Delete a task

  1. Select the check box next to the task you want to mark complete.

  2. Click Delete and click Yes.

   

• Print the list of tasks currently displayed

  1. Click Print.

  The Print window displays.

  2. Select a printer.

  3. Click Print.

   

related links

Adding a Task

Marking a Task Complete