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Tasks

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

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

In Toolbar we can access the tab:

Toolbar also contains below features:

Run workflow

Run selected task from Task list

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.

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.

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