Tab view
The To-do form, accessed from the menu Settings │ Documentation │To-do, allows two ways of displaying tasks. One of them is Tab view.
Task data is displayed in tabular mode. The user can select multiple tasks and start the task execution process at the same time. Further details of the tasks are defined in tabs.
The following is a description of the functionality of the form.
Displays a list of tasks and details in a tabular view.
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HINT
You can add or remove columns from the list by right-clicking on the column heading and selecting Edit │ Select Columns. To remove a column, select the option Remove This Column.
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Mark
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If check ( ), the task is selected and we can carry out the activities with them.
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Status
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The statuses are system-defined:
- Outstanding - the task completion date (Due date field) is in the past.
- Conflict - two tasks overlap in time or the task is scheduled outside the user's working hours.
- Not started - the task has not yet started.
- Completed - the task is complete.
- In progress – the task in being performed.
- Canceled - the task has been cancelled, it will not be carried out.
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Database
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Displays the name of the database in which the job has been allocated for execution.
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Hint
In case we execute an activity on a job that is assigned to be executed in another database, a new PANTHEON window will open, where the database will be started and the job will be executed. The window will also close automatically when the action is finished.
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Priority
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The priority of the task that was defined when the task was created. Priority allows the user to specify the order in which tasks are executed. The list of statuses is system-defined:
- 1 – High priority
- 5 – Normal priority
- 10 – Low priority
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Task Type
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Task type. Detailed description in chapter xx
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Calendar Type
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Name of the calendar specified for scheduling the task.
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Title
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Task title. Generated when the task is created.
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Assigned to
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The user to whom the task is assigned to perform it.
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Created
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Date and time when the task must be performed, completed.
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Due Date
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Date and time when the task must be performed, completed.
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Document
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A document related to the task to be performed. The link to the document is defined when the task is created.
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Owned By
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The user who created the task.
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Subject
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Linked subject. The link to the entity shall be defined when the task is created.
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Amount
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The amount on the document related to the task.
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Link Document
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If checkbox  is checked, in table is shown the column Link Document. If link existed, there is hyperlink to the document.
Double click on hyperlink opens the document.
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Selected tasks can be started, redirected, completed, etc The buttons defined in the task business processes are displayed.
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Starts the execution of the task (marked in the Mark field).
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Hint
In case we execute an activity on a job that is assigned to be executed in another database, a new PANTHEON window will open, where the database will be started and the job will be executed. The window will also close automatically when the action is finished.
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Confirm the selected tasks (marked in the Mark field).
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Reject the selected tasks (marked in the Mark field).
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If there is a workflow, which contains a Select user block on the task, a form is opened. Task is redirected to another selected user for validation/execution.
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Tabs are displayed on the panel, which differ depending on how the task is created.
Tasks related to business processes have tabs:
- Overview,
- Log,
- Variables.
Tasks that are created manually via the Task form have tabs:
- Task info,
- Chat log,
- History tabs.
A detailed description of the tabs is described in the section xx.