Navigating the Task Form

This page navigates you through the Task form.

The fields, panels and buttons that comprise the Task form are outlined as follows

Record type: This label lists the record type to which the task relates
Create Task: Selection of the icon allows the user to create a new task.
TODAY Task Listing: This displays a list of the tasks that are due to be completed today.
NEXT WEEK Task Listing: This displays a list of the tasks that are due to be completed next week.
LATER Task Listing: This displays a list of the tasks that are due to be completed some time in the future, for example next month.
COMPLETED Task Listing: This displays a list of the tasks that have been completed. You will observe that a completed task is identified as follows .
Sub Task Details: This lists the both number of sub tasks associated with the task, and the number of sub-tasks that have been completed. For example if task had 4 sub tasks and 2 of them are completed the system would display 2/4.
Client Name: This label lists the client record name that is associated with the task.
Due Date: This label lists the due date for completion of the task.
Task Name: This field is used to specify the title of the task.
Last Changed: This field lists both the date and individual that created or modified the task detail.
Task Details: This field is used to specify a description of the task.
Start Date: This field is used to specify the start date. The date can be specified as free text or by using the calendar picker.
Due Date: This field is used to specify the completion date. The date can be specified as free text or by using the calendar picker.
Assigned To: Staff responsible for completing the task. Staff will only see tasks assigned to them in the list. The staff name can be specified as free text or selected from the drop down list.
Attachments: This button allows for files to be uploaded and attached to the task through the File Upload screen.
Attachment Summary: This space is used to list the attachments selected through the File Upload screen.
Sub Tasks: Selecting the Add icon allows task sub items to be added against the the task that will need to be completed.
Sub task panel: This field lists a description of the sub task that is to be undertaken.
Delete: The delete icon enables you to the remove a sub task from the task record.
Comments: This field is used to register ongoing comments as the task is being worked on, each new comment will be listed as a separate entry.
Add: This button is used to add the comment into the history of the record.
Comments history: This field reflects the history of the comments raised and updated into this field when the Add button is selected.
Last Changed: This field lists both the date and individual that created or modified the task detail.
Status: This is a drop down field that lists the status of the Task. The status can be Not Started, In Progress or Completed.