The Completed Tasks list displays the closed tasks accessible to you that have been completed and are ready for invoicing.
Tasks with final invoices can still be displayed in this list if the invoice status is 'In Progress' (i.e. has not been approved or is pending approval).
Tasks highlighted in Blue have parts/materials with a zero dollar cost value.
Function |
Visual |
Description |
|---|---|---|
| Search |  |
Click into the search field and enter at least three characters for your search, select a field option (Task, Ref No, Job No, Cust On, Description, Client, Location, Cust Field), using the |
| Sort | |
Columns can be sorted by Ref No, Job No, Client, Type, Requested, Completed, Completed By fields. Click a field heading link to sort tasks by that field. |
| Type/Substatus Column Filter |  |
Click the (magnifier) icon to filter the list by Task Type or Substatus. |
| Default Ordering | |
Reorder the list of fields by clicking and holding the mouse on any header and then moving it left or right on the page. Release the mouse button to drop the column into its new position.
Click Default Ordering |
| Filter by status |  |
The task filter (seen in the current task list) will default to Closed tasks . Change this to 'All' to include tasks that have been completed and invoiced, where the invoice has been approved. |
| Filter by date |
|
Click the |
| Bulk Archive |
|
Click |
| Actions |
|
Click the options button |
| Preview |
|
Click the preview button to reveal a Task Preview with information about a Task. The preview displays essential task information without accessing the whole Task Worksheet. |
(three lines) then click Search.
(AZ icon) to return to the default AroFlo order of the columns.
(box with down arrow) to bulk archive any task that does not have a final invoice.
