Task management
The calendar view contains a task manager in which all tasks are displayed according the set filters. The list can be sorted as desired with a click on the column name.
In the task list, the singular entries are marked according to their priority:
Priority high | |
Priority normal | |
Priority low |
Task administration |
The following functions for the task management are available via the toolbar:
Create a new task | |
Delete a marked task | |
A task in detail
A task differs from a date or a time entry insofar it is not bound to a time period. Tasks can be created for a user or be made visible -marked as memo- for all users.
Process a task |
For tasks, the following details can be defined:
Subject | Simple input field | Short description of the task |
Responsible | Predefined selection list | Selection of the user responsible for the task |
Priority | Predefined selection list | Definition of the priority of a task |
Due to | Input field / calendar pop-up | Determination, until when the task has to be carried out the latest. |
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. |
Object binding | Predefined selection list | If the task is assigned to exactly one contact, one article, one project or one order, this reference can be inserted here. Via the button the assigned data set is opened. |
Memo | Checkbox | If this checkbox is active, the task will be classified as memo / note for all users. |
Finished | Checkbox | If a task has been completed, it can be checked via this checkbox. |
A task bound to an object can also be created from a detail view in the main modules via the button.