In the task management, all tasks are displayed according to the filters set and the user rights.

The system-wide functions for sorting, grouping and editing etc. of the  list view are available.

In the task list, the individual entries are marked according to their priority.

 

	High Priority
	Normal Priority
	Low Priority

 

List view of the tasks module

 

The following functions for the task management are available via the toolbar:

 

	Displays all records according to the filter settings
	Limits the display to the marked records
	Create a new task
	Delete the selected task
	Closes the task management

 

A task in detail 

Tasks can be created for one user or - marked as a memo - are visible to all users.

 

View and edit a task or memo

 

The following details can be defined for tasks:

 

Subject	Simple input field	Short description of the task
Responsible	Predefined selection list	Selection of the user responsible for the task
Object binding	Predefined selection list	If the task refers to exactly one contact, one article, one project or one purchase order, this reference can be set here. To do this, first select the module to which the object link is to be created. The list view of this module then opens, from which the desired data record can be selected. The object link is set automatically if the task is created directly in the desired data record (e.g. Tasks of the contacts).  The assigned data record is opened using the button .
Priority	Predefined selection list	Definition of the priority of a task
Private	Checkbox	If the checkbox is set, the task is only displayed to the creator and the person responsible and to all those (usually administrators) who have the user right "800500 Task management - View private tasks". This means that with this user right, all private tasks are displayed; if the user right is missing, the user is only shown the private messages that he himself has created or for which he is registered as the person responsible.
Memo	Checkbox	If this checkbox is active, the task will be classified as memo / note for all users.
Due to	Input field / calendar pop-up	Determination, until when the task has to be carried out the latest.
Finished	Checkbox	If a task has been completed, it can be checked via this checkbox.
Category	Selection list	Tasks can be assigned to different categories in order to filter or group the tasks accordingly. The respective categories can be defined individually in the Selection lists.
Reminder	Predefined selection list	Selection, how long before due date the user shall be reminded of this task (Note: A reminder is not possible for task type "memo").
Description	Simple input field	Detailed description of the task.

 

 

 

A task bound to an object can also be created directly from a detail view in the main modules via the  button.