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Tasks

Tasks are used to monitor and carry out user tasks. They are generated from business processes or manually.

HINT

For practical use cases showing how to use Tasks see the chapter Tasks in user manual.

We access Tasks in PANTHEON Web Legal main menu.

Below is a description of the form's features:

Contents

  1. Toolbar
  2. Filter
  3. Tasks list

1. Toolbar

In Toolbar we can access the tab:

  • Documents

Toolbar also contains below features:

Run workflow Run selected task from Task list

 

2. Filter

Filter bar with below display options.

Search 

 Search tasks by name
Type

Filter documents by types:

- My unfinished tasks

- All my tasks

- All unfinished tasks

- All tasks
Date from  Date of receiving the task.
Date to Task due date.


3. Tasks list

List of Tasks with the following information:

Select

If checked (), the task is selected and you can carry out an action for this task

Status

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 is being carried out.
  • Canceled – the task has been cancelled and will not be carried out.

Subject

Linked subject. The link to the subject needs to be defined when the task is created.

Task type

Task type. A detailed description is found in the chapter Task type.

Amount due

Amount related to the task.

Document

 Linked document
Person responsible Person responsible for the task.

Priority

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

Created

Date and time when task was created.

Due date

Taske due date.
Calendar type Name of the calendar specified for scheduling the task.
Task owner The user who created the task.

 

 

Related topics:

  User Manual for PANTHEON Web Legal

  Guides for PANTHEON Web

 

  

     


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