Tasks
The Tasks section provides an overview of all completed and pending user tasks.
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Warning
In the search bar you can search for tasks by all the data in the columns. In addition to searching, you can also sort the task rows by all the data.
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The list of task contains below fields:
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Select task you want to run. |
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Selecting button opens preview of the document:
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Task
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Clicking on an individual task, a workflow is started with a specific task that a user has to complete. A window opens where the task can be completed according to the assigned task.
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| 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.
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| Subject |
Name of the user to whom the task has been assigned. Depending on the authorizations, each user can only see their own tasks. |
| Type of task |
Task type. A detailed description is found in the chapter Task type. |
| Amount due |
When confirming invoices or documents where amounts are also relevant and the amount is a mandatory detail on the classification, the amount of the document is displayed here. |
| Document |
A document related to the task to be performed. The link to the document is defined when the task is created. |
| Person res. |
The user to whom the task is assigned to perform it. |
| 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
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| Created |
Date and time when the task must be performed/completed. |
| Key |
Task no. |
| Task completed |
The data is represented in an image format as a cross  if the task is not yet completed, and as a tick  if the task is completed. |
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Date
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Task date.
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| Date change |
Date when the change occurred. |
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Run selected tasks. |