The Task Management functionality allows you to review the list of task definitions in your account, filter them, and create filters to access saved filtered lists quickly. It also allows to review task history, create/edit/delete tasks, change their statuses and due dates, reassign tasks, and delete batches of tasks.
Go to the Tasks tab and click on the Task Management.
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The table below presents helpful articles that will help you know how to manage tasks. Management functionality.
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Task Definitions panel The panel on the left displays all Task Definitions and the list of filters (if any) per Task Definition displayed under it. It allows you Edit a task definition and Add filters.
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Tasks Management toolbar The toolbar is located right from the list of all Task Definitions. It allows you to create a new task within the Task definition, re-assign tasks, and set the due date for each task.
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Tasks list All Tasks created for each Task definition are listed in the table.
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Task Import The Import Tasks feature provides the possibility of creating, assigning, and setting the completion due date of multiple tasks (one task per row in the file), as well as pre-populating the fields of the selected Form with the Task details.
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Task management page is divided into 3 panels. Click on each part for more information. |
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The Import Tasks feature provides the possibility of creating, assigning and setting the completion due date of multiple tasks (one task per row in the file), as well as pre-populating the fields of the selected Form with the Task details. There is a specific file structure you should use for the system to read the data from the file correctly. |
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You can export your tasks to your device from the Online Portal using the table tasks view. Tasks are exported in the xls format. |