A task is a type of activity that does not need to occur at a defined time. It has a due date instead of being scheduled.
The Tasks workspace enables you to search and filter to display and manage tasks.
You can modify a task as required and, when the task is done, mark the task as completed.
Tasks Workspace
The Tasks workspace displays a data table that shows all data records matching a specified filter criteria. You can filter the table to refine what records are shown or search for specific tasks. Use the Tasks workspace to navigate between records and to add, view, and manage task information.
The Tasks workspace enables you to:
- Add and delete tasks
- Add recurring tasks
- Change task properties
- Search for and find tasks using a text search field, filters, and filter chips
- View and add delegated tasks
- Assign tasks to different users and contacts
- Mark tasks as complete
- View summary and detail information for an entity that has a task by clicking the link in the For column of the data table to navigate to the detail page
Searching and Filtering the Data Table
You can use the text search field and filters to find entity records on the Tasks workspace. NexJ provides the following predefined filters that enable you to quickly find records that match the filter criteria:
- Tasks (all tasks assigned to the user)
- My Delegated Tasks
- My Tasks Due Today
- My Tasks Past Due
- My Approval Tasks
The Assigned To value is mandatory. This means if you clear the value from the that filter chip the Tasks workspace will be blank.
Viewing Other Users' Tasks
To view tasks assigned to other users, select the Assigned To this user filter chip, and select the required user. The data table refreshes to show the results.
Related Articles
Editing and Managing Tasks
You can mouseover a task and click the following buttons: Edit – Opens the task so any of its fields can be changed, or you can add notes. Once opened for editing, this is otherwise the same as making a new task, which you can read more about in this ...
Adding Recurring Tasks
When you want to create a repeating task, you can set a recurrence series rather than adding each instance individually. A recurring series is scheduled according to a specified pattern and within a set scope of time. When you create it, you can have ...
Adding and Deleting Tasks
Add You can add a new task in any of the following locations: Home Workspace My Tasks Card→Add Task button Contact Workspace Select Checkboxes→Add→Task Inside a household or contact record→Summary Tab→Activities card→Add button Inside a household or ...
Viewing and Adding Delegated Tasks
View the tasks that you have assigned to other users by selecting the My Delegated Tasks predefined filter card. To add a task for other users, select the My Delegated Tasks predefined filter and click Add, select the task template, and in the Assign ...
Activities
In Gorilla 5, an Activity is a record of any communication or interaction with a contact or contact group. This includes Schedule Items and Tasks. A Task is an activity that needs to be done but has a due date rather than a specifically assigned date ...