Browse and Manage Tasks on the Portal

The Tasks that were published on the Online Portal will appear under the Tasks tab, and can be accessed from the left side pane of the screen. The counter shows the number of Open tasks in every Task Definition. You can choose between viewing all Task Definitions or Non-empty ones.

All of the forms attached to all available tasks are shown by default. You can browse a particular task using the list of all tasks that appear in the left side pane, as well as the tasks grouped by category:

The tab itself may have a different name if renamed by the admin. 

The article covers how to change the view of tasks, sort tasks, and manage tasks on the Portal. 

How to change the view of Tasks

You can view available tasks either as Cards, Table, or Calendar. To switch between views, use the button in the top right corner of the Tasks screen:

Task Table Interface

You can drag and drop columns to change their display order.

You can hover and drag the column border to adjust its size so that it displays the full name of the required task attribute.

Task Card Interface

The Task card consists of the following:

Click on a Task card to:

• Fill out a form if the response hasn't been saved/submitted yet.

• View a response preview if the task with a saved/submitted response. 

How to use task functionality 

In the Card Mode

1. Click on the Expand (6) icon on a Task Card to open a Task Details dialog.

2. Click the Menu (7) icon to see all options.

In the Table Mode

Hover over a task to see the options:

1. Edit form (if there is In progress response);

2. Change Status;

3. Unassign;

4. Change assignee;

5. Change due date.

Clicking on the task will redirect you to filling out the response or to 'View Form' if the task has a saved/submitted response.

Task card/table functions

Depending on the rights provided by the Task admin, you can:

• Change Status.

• Unassign.

• Change assignee (you can assign to yourself or other party);

• Change due date.

Once you have logged out of the Online Portal, all appearance adjustments set up by you will be saved and available after you log in again.
Please keep in mind the adjustments are saved on the same browser and device.

Sorting Tasks

To sort the Task Cards use the dropdown menu located above the cards on the right. Select the sorting category and use the arrow next to the button to sort in ascending or descending order.

When in the Task Table view, click on the column name to use it as a sorting category.

Managing Tasks on the Portal

When you are a task manager and have access to the tasks assigned to other users, you can manage the tasks in the same tab on the Portal.

To view the tasks you manage, click on the Team Task button from the list of Quick Filters.