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Working
with the Task List
The Task List view
provides a way to see a list of the tasks that have been entered for a
particular group.
Components of the Task List
SORTING
The columns in the Task List are sortable; changing the order in which
the tasks appear.
Click on the column header you would
like the list sorted by. The sorted column is indicated by an arrow
(to the right of the Column Header) pointing up (ascending) or down (descending).
The Task List will be displayed in the order designated by the Sorted
Column with the up or down arrow to the right of the Column Header.
- ID -- List
will sort by the Task ID number. Descending will sort with the largest
number (more recent) at the top of the list.
- Mod Date
-- List will sort chronologically by the Modified Date. Descending will
sort with the newest date at the top.
- Owner --
List will sort alphabetically (ascending or descending) by the Owner
name.
- Request Type
-- List will sort alphabetically (ascending or descending) by
Request Type.
- Project
-- List will sort alphabetically (ascending or descending) by the Project
name.
- Priority --
List will sort by the priority. Ascending will sort with the highest
priority/severity level at the top.
- Subject
-- List will sort alphabetically (ascending or descending)
by the Subject field.
- Assigned To
-- List will sort alphabetically (ascending or descending) by
the Assigned To field.
- Status --
List will sort alphabetically (ascending or descending) by the Status
field.
FILTERS
Using the Filter feature, the task list may be set to display a subset
of tasks entered that meet the specified criteria.
Status:
Select the status
Selecting a particular status will filter the list to show only
tasks assigned that status once the "Filter" button is clicked.
NOTE: The "Open"
status will display all tasks that are designated as "Open"
by the group administrator. The default status values that are designated
as "Open" are "New Task", "In Progress",
"Resubmitted", and "Deferred".
The "Closed" status will display all tasks that are designated
as "Closed" by the group administrator. The default status values
that are designated as "Closed" are "Complete" and
"Cancelled".
Project:
Select the project
Selecting a particular project will filter the list to show only tasks
assigned that project once the "Filter" button is clicked.
Show
only my tasks:
Checking the "Show only my tasks" box and hitting
the "Filter" button will display only tasks entered by you.
SAVING
SETTINGS
You may save the currently selected filters
and Sort By options.
Set
as Default:
Checking the "Set as default" box and hitting the "Filter"
button will preserve the Sort By and Filter options that you currently
have set. These settings will be saved for the next time you use
WebTrack.
SEARCH
/ CLEAR
Using the Search button, you may enter text to search for in the Task
List. Only the Subject and Task History fields of the tasks showing the
list will be searched for the specified text. If you want to search for
a word or phrase in all existing tasks, first set your Filters to "All",
hit the "Filter" button, then perform the search.
NOTE: If more than one word is specified, the search will look for the
entire phrase rather than the individual words.
The Clear button will clear the current search.
TASK
MANAGEMENT
Editing, Viewing, and Managing file attachments
can all be accessed via the Task List.
Managing
File attachments:
Clicking on the image in the first column (either a yellow folder
or black paper clip) will allow you to attach or delete files associated
with the current task. See Manage
Files for more details.
Edit:
The Edit link will switch to the Task Update Form allowing you
to enter any new information for the current task. See Editing
an Existing Task for more details.
View:
The View link will switch to the Task Summary Form allowing you
to view the details for the current task. See Viewing
an Existing Task for more details.
See Also:
Getting
Started
Frequently Asked Questions
Help Table of Contents
Glossary
System Requirements
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