EnVisual Menu > Clients > Tasks
Tasks is the central location for all tasks in the system. Tasks can be created to perform many different actions in enVisual, such as scheduling reminds for meetings, or even to launch processes. This section can be controlled by security which can be set at Settings > Security > System Security > Clients > Task Scheduler. Note: When the Task menu is accessed with no entity/client selected, user will be prompted to select one.
The task screen will display a task icon depending on the type of tasks it is. Other information displayed are: Task Code, Type, Client, Date Created, Due Date, Completed Date, Repeats, Narrative and Created By. Additional information can be displayed on the grid using the Filter Right Click Menu > Column Chooser. More about grid filters can be found in Filters.
Adding Tasks
Various types of tasks can be added. These are customable at EV4 > Configure > Maintenance > enCentral > Task Types. Default tasks types that are currently added are: Appointments, Communications Log, Meetings, Standard and TimeSheet Tasks.
Click Add Task will display
The task form consists of two tabs which are Main Details and Repetition Info
Main Details: this tab contains general details about the tasks been added. Details such as:
Type: select the type of task that is been added
Entity: select the entity the task is for. This is default to the current entity selected but can be edited as required. Also, when the task type has been changed, the entity selected will be removed and will have to be reselected.
Contact: field will be prepopulated with address of entity selected. If entity selected has more than one address, this will be displayed in the dropdown.
Narrative: input any narrative required for the task
Status: select a task status, ranging from Accrued, Available, Deleted and Unavailable. This field is also customable at EV4 > Configure > Maintenance > enCentral > Status.
Assigned User and Group: select an assigned user and group for the task. The assigned user has been defaulted to the user logged in but can be changed as required. The assigned user and assigned group menu's control which user and which group to create the task for, this selection will affect how the task is displayed on the task scheduler, for example a task assigned to the administrators group will only appear if the user selects the administrators workgroup filter.
Due Date and Time: select a due date and time for the task
Completed: tick box to be used to complete a task.
Repetition Info: tab to used if the task been added is to be repeated. This screen has options to set the frequency of the task, this can be done by using predefined periods such as weekly, fortnightly and monthly. The number of repeats does exactly what it says, it sets how many times the task will repeat itself, this can be set to a maximum number of 9999. The options labeled Keep Date, Forward To Monday, Back To Friday and Keep End of Month, are used to set when the tasks will be generated, so that tasks are not being generated at random times. The Set Expiry Date options sets when the task should stop being generated.
Adding TimeSheet Tasks: most tasks type all the same apart from timesheet task that has an extra third tab attached to it when selected.
The third tab displayed is the Time tab. This can be used to add time to the tasks if the entity selected is a customer in enVisual application and has at least a project attached to it. The project details will be displayed here. Here, user can then select the project, sub project if available, activity and rate if they have been configured correctly.
Editing Tasks: tasks can be edited by selecting the task on the grid and click Edit Task button. This will open the task form in an edit mode. The task type field will be greyed out, edit the tasks as required and click when completed, will save and update the task on grid. The Delete task button is simply used to delete the selected task, the user will be prompted to confirm deleting a task.
Completing and Uncompleting Tasks
When a task has been completed, this can be shown on the grid with the completed date using the completed tick box in the task form. To indicate a task is completed, tick the completed tick box, will display a date field to be used to select a completed date as shown below
Select the completed date and click save with display a prompt message
Click Yes, will complete the task and display the task as completed on the grid with the completed date.
Once a task has been completed, the task is no longer editable and when the edit task option is selected. the task is displayed below
To uncomplete a Completed Task, simply untick the completed tick box, which will now enable the fields in the task form.
Edit the task contents as required and click save when completed. Message will be displayed to confirm action
click yes, will reverse the completed task with changes made on the grid.