The following tables contain the Personal Tasks field descriptions.
| Field | Description |
|---|---|
General Tab | |
Accepted | The date on which the task was accepted. |
Category | The category of the task. This value is derived from the Task Category Lookup Table. Example: Project Management |
Completed | The date on which the task is marked complete. |
Confidential | If the Confidential checkbox is selected, the task will only display on your Tasks list and on the Tasks log of the Responsible contact. If the Confidential checkbox is not selected and a project is selected, the task displays on the Project Calendar, your Tasks log, and the “Responsible” Tasks log. |
Contacts/Notify | Enables you to select a contact from the database as a point of reference. If the Notify checkbox is selected, the contact will be notified. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Create Identical Tasks (for Contacts) | Enables you to create identical task for selected contacts assigned as Responsible. |
Create Identical Tasks (for Projects) | References the Project; the task will populate the Project Tasks log upon clicking Save when creating a new task. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Created By | The user who created the task. |
Date Due | The date on which the task is due to be completed. |
Details | Details about the task. |
Last Modified By | The user who last modified the task. |
Linked Documents | Link any supporting documents for a project task. |
Notes Log | Any detailed notes about the task can be entered in the Current Notes field. |
Notify me when the Task is complete | Select this checkbox to notify the currently logged in user when the task is complete. |
Originating Document | Document that was processed into a task. |
Outcome | The outcome of the task. |
Priority | The priority of the task as defined by the task owner. This value is derived from the Task Priority Lookup Table. |
Project | The name of the project associated with the task. |
Responsible/Notify | The contact to whom the task is assigned. This field requires an entry. Select the Notify checkbox to notify the selected contact through message or email once you click the Save button. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Start | The date on which the task is to start. |
State | The state of the task. Active or Void. |
Status | The status of the task. Closed/completed tasks are not displayed on the log by default. |
Subject | A short description of the task. It is important to enter a subject because you will be able to filter on it later. |
Task Owner/Notify | Enables you to select a contact as the “Owner” of the task. Select the Notify checkbox to notify the selected contact through message or email once you click the Save button. Click the Quick Add button to type a string of characters and then click Add. The system displays the exact match, if found. If no exact match is found, the standard contact dialog displays so you can select from the matches that were found, or enter additional search criteria. |
Time Due | The time on which the task is due to be completed. |
Type | The type of the task. This value is derived from the Task Type Lookup Table (for example, “To Do”). |
View Options | The view options determine the items that are displayed on the system template. They can be pre-selected and locked in Module Customization for CCOs. |
| Referencing Docs Tab | |
Description | The account of the document. |
Doc No. | The number of the document. |
Doc Status | The status of the document. (for example, pending, approved). |
Doc Type | A client defined list in the Lookup Tables of the documents. |
Item | The item associated with the document. |
Reference Data | The date on which the documents were linked to each other. Reference Type |
| Reference Type | Source or Destination. |
| Referenced By | The name oft the user who created the relationship between the documents. |