A "task" is a to-do item, location/resource assignment request, or approval/FYI notification assigned to one or more 25Live users. Location/resource assignment requests and approval/FYI notifications are automatically generated by the system based on your workflow setup. To Do's are created manually by 25Live users and can be assigned to themselves or other users.
Tasks assigned to you and tasks assigned by you are displayed (and can be searched for and completed) on the Tasks page. This example shows the Tasks page in the list view.
Image: Example of Tasks page in list view.
There are two ways to access the Tasks page from the 25Live Home page:
When you do this, your outstanding tasks (as described below) are shown in the Tasks page in a list view. You can change this view as needed.
Image: Tasks link on the 25Live Home page.
Task Area Links
The links in the Tasks widget of your 25Live Home dashboard are used to access and display the tasks in each of the groups described below. If a group is not listed, there are no tasks in that group. These categories are also used as "Pre-Defined Groups" of tasks in the search view.
Overdue: Incomplete tasks assigned to you due today or within the past X days
Outstanding: Incomplete tasks assigned to you, due between X days in the past and Y days in the future
Flagged: All tasks that are flagged for attention, due between X days in the past and Y days in the future
Completed: All tasks assigned to you and completed, due between X days in the past and Y days in the future
Assigned by You: All: All tasks you've assigned to other users
Assigned by You: Completed: Tasks you've assigned to other users that have been completed
Assigned by You: Denied: Tasks you've assigned to other users that have been denied
Assigned by You: Outstanding: Tasks you've assigned to other users that haven't been acted on yet
By default, X and Y in the searches above are each 30 days, but this can be changed in the Search Settings.
Tip: Tasks on Today's Agenda
The "You have xxx Tasks on Today's Agenda" link shows you at a glance whether or not you have assigned tasks that must be completed today. When you use the link, the Tasks page in a one-week calendar view is displayed.
To View Tasks
You can do any of the following when viewing tasks on the Tasks page:
Use the List button to see the selected tasks in a list view, as shown above.
Choose the columns you want to be displayed in the list view by using the Choose Columns button, selecting and/or deselecting columns, then clicking or tapping Done. Columns you can choose include:
Type (including types such as Authorization, FYI, Assign, Unassign, To Do, etc.)