|
The Current Tasks list displays the open tasks accessible to you in the business unit.
You can filter and sort the list in several ways. What do the colours mean?In the default AroFlo theme, tasks highlighted in:
If you choose another theme, the highlight colours may be different. |
 |
Handy hint: Bookmarking views
Use the available filters to find the info you want, e.g. filter by status or filter only tasks assigned to you, and then save this as a bookmark in your web browser once the page refreshes. This will save you time selecting the necessary filters each time you use Workflow > Open.
Page Features
The following table lists the features of the Current Tasks page.
Function |
Visual |
How to use it |
|---|---|---|
| Search |  |
|
| Business Unit Filter |  |
Only available if you have access to multiple Business Units.
Owner field |
| Task Filter |  |
Click the dropdown menu: |
| Email Tasks | |
Send an Email from this view by selecting If an email is sent with a Jobsheet attachment, a record of the email will also be saved against the relevant Task. |
| Search Tags |
|
You can filter the task list by selected Tags. You can add tags in the Task Worksheet and use them to link or group similar tasks. Click |
| Bulk Import |
|
Import tasks from an Excel file or a .CSV file. Click |
| Default Ordering |
|
You can re-order the columns by clicking and dragging the column headers. Click |
to either select one or more fields to search on (e.g. Task, Ref No, Job No), or select Full Company Search to search your entire company, not just the current Business Unit.)
Task List Table Features
The following lists the features of the task list table.
Function |
Visual |
How to use it |
|---|---|---|
| Sort |
|
You can sort the list by clicking the arrow |
| Type Column Filter |
|
Clicking the arrow next to the word Type sorts the list by task type. You can also filter for tasks with particular task types.
Click the Search Task Types window
|
| Assigned Column Filter | |
To see all tasks assigned to yourself, click (My). To see all tasks assigned to others: Click the Search Resources window
Multiple Resources Assigned The Assigned (My) column can fit a maximum of three lines of text, so if you assign a task to more than three resources, AroFlo will display the first two names and a link to any others. If only three names are assigned, they will all be listed. |
| Substatus Column Filter | |
Clicking the arrow next to the word Substatus sorts the list by substatus, i.e. all tasks appear and those with a substatus are grouped by their substatus.
You can also filter for tasks with particular substatus. Click the Search Substatus window
|
| Scheduled Column Filter |
|
Tasks that have been scheduled will display a schedule date in this column. Tasks that are not currently scheduled will show Set.
To see tasks scheduled to yourself only, click (My). Schedule dates shownThis column will display schedule dates from today onwards.
Permission group infoThis includes users in the 'Worker' permission group. For custom permission groups, Site Administrators can check this via Permission Groups > Tasks > Filters > Assigned or Scheduled to User > View (set to ticked) |
| Preview Panel |
|
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. |
| Underlined items |  |
Any text that is underlined is an active link. Click on it to access more information about that text element. For example, clicking on a client's name will open the client card. |
| Actions | |
Click the options button |
to the right of any column header (e.g. Type, Client, Status). Clicking the arrow again reverses the order in which the results appear. The arrow indicates which way the list is sorted.
(magnifier) icon to open the Search Task Types window.
