Tasks allow you to ensure the continuous enrichment of your PIM content. You can receive and assign actions to be performed via the Tasks button on the dashboard.
Quable PIM automatically creates a widget to display your tasks on your dashboard.
You can access the Tasks page from the dashboard by clicking on the Tasks button. This is where you can view all of the tasks that have been assigned to you and/or create and assign tasks to others.
If you're assigned a task, you will receive a notification which you can click on to open the task.
Tasks are color-coded according to their completion level.
Displayed at the beginning of each task, this color coding provides an instant indication of the status of each task.
- Green - New tasks
- Yellow - Tasks in progress
- Blue - Completed tasks
- Gray - Archived tasks
Categories (defined by the Quable PIM administrator) are used to organize tasks. Whether they relate to a department, a step in your workflow, or other subject, they help you manage and prioritize your tasks.
At the top of the Tasks page is a bar that displays the number of tasks, a Filter button and the Create A Task button. Clicking on the Filter button opens a panel with options you can select to limit the tasks displayed.
You can filter the tasks to display by status, category, who created the task, and/or whom the task is assigned to.
Select filter values and click the Apply button. The list is automatically filtered and the active filters are displayed next to the Filter button.
You can remove an active filter by clicking on the X for the filter.
You can create tasks from the Tasks page or from a the Tasks tab in a document by clicking on the Create a task button. This will open the New Task dialog.
Enter the following information:
|Title||Enter the subject of the task. This will be displayed at the top of the task when opened.|
|Category||Select a task category (defined by the Quable PIM administrator).|
|Priority||Set the importance level of the task (Normal or Urgent).|
|Linked document (optional)||Link the task to a specific document. If creating the task from the Tasks tab in a document, the task is automatically linked to the document.|
|Assigned to||Select the user or role to handle the task.|
|Message||Add additional comments.|
Once of the information is entered, click the Send button to distribute the task or the Close button to abort the task creation.
To handle a task, click on it to open the task dialog.
The header of the dialog is the color of the task's status includes the task's title.
Clicking on the Close button closes the task dialog without changing the task status.
In the task dialog, there are several actions you can perform. These are discussed in the following sections.
To open the document linked to the task, click on its name. You are automatically redirected to the correct document.
You can change the task category by clicking on the gear icon and selecting from the category list. The update is immediately effective.
To assign the task to someone else, click on the Assigned To section and selecting from the dropdown list. The task is immediately reassigned.
You can send a message to the task creator by writing in the Comments section and clicking the Comment button. This changes the task status to In progress and the creator of the task is sent a notification.
When you have completed a task, click on the Task Solved button. This changes the task status to Completed and the creator of the task is sent a notification.
When a task you have assigned is resolved, you can archive it by clicking on the Archive Task button. This changes the task status to Archived.
Updated 7 months ago