My Tasks List & Features
HOW TO REVIEW THE TASKS ASSIGNED TO YOU
All scheduled tasks assigned to the user and their associated information are displayed on the MY TASKS LIST page.
If there is no tasks scheduled and assigned to you, you should not see data in this page.
HOW TO NAVIGATE THROUGH MY TASKS LIST
This view allows the user to quickly visualise his/her own tasks and allows the user to do the following directly from this page:
| Start Button | Updates the Start Date & Time and the Task Status from Open to in Progress |
Stop Button | Record the End Date & Time and updates the Task Status from in Progress to Completed |
Comment field | Free text can be added/ edited any time |
INFORMATION DISPLAYED for each TASK
The data displayed in each column provides information for every scheduled task.
- Data such as Task ID is generated during the scheduling process.
- The Task ID is unique to each task scheduled
- Data such as the Duration of the task come directly from the step configuration.
- Data such as Instrument and Employee show those scheduled by the engine and selected from the competency group and instrument group assigned to the step.
- Data related to the Timing of the scheduled task are:
| Task Start Scheduled | Facilitated by the engine once scheduling is performed. This cannot be edited |
| Task End Scheduled | Facilitated by the engine once scheduling is performed. This cannot be edited |
| Start Date | Date and time when the Task Status is updated from Open to In progress |
| End Date | Date and time when the Task Status is updated to Completed |
| Expected Completion | It is initially the date and time as Task End Scheduled. This date is updated with the start date update + duration of the task |
CONFIGURE YOUR PREFERRED TASKS LIST VIEWS
From the Action Menu, a wide range of actions allows the user to generate interactive reports or specific views of tasks-related data.
Columns: change order of the column, choose to display or not a specific column
Filter: per columns / row
Data: Sort, Compute, Aggregate
Format: Rows per page allows you to shorten or increase the number of rows per page
Report: Save your personal preferred views
Download: in CSV, HTML, Excel, PDF formats
Help: use the help to find more information
As the application is responsive, some of our users configure the view to a limited number of columns for easy access with their mobile device.
HOW TO CREATE A NON-ANALYTICAL TASK
From My Task page the CREATE button offers the possibility to block slot in the agenda of a person with Non-analytical Tasks.
The engine considers those slots unavailable for scheduling analytical activities.
Enter the following information:
Task Type
This mandatory field allows you to categorise your activities and it is used for reporting purposes
The list of task types for your analytical activities can be defined in Setting
Task Code & Task Description
those field are here empty and allow free text.
It is highly recommended to provide some information about the task, as this is the first details visible in the Calendars
Task Status
This mandatory field shows the progress of the task: OPEN, In Progress, Completed
The list of tasks status and its colour can be defined in Settings.
Project
Indicate if the newly created task should be assigned to a specific project (if applicable to your system configuration)
Start Date and End date
Required to book the slot in the agenda of the employee selected in the last field of this form.
Employee
Select the employee to be assigned the task
Related Articles
Creating Analytical & Non Analytical Tasks Manually
CREATING NEW TASKS MANUALLY From the Task List page, the CREATE button offers two options: Analytical and Non analytical Tasks. This feature allows managers and supervisors to intervene manually and add specific activities. From My Task page, the ...The Tasks List & Features
HOW TO REVIEW THE LIST OF SCHEDULED TASKS The Tasks List page displays all scheduled tasks and their corresponding information. The arrows button at the top right enables a full-screen view of this page. CONFIGURE YOUR PREFERRED TASKS LIST VIEWS From ...My Calendar & Features
HOW TO USE MY CALENDAR VIEW All scheduled tasks assigned to the user and are displayed on MY CALENDAR page. If there is no tasks scheduled and assigned to you, you should not see data in this page. The Calendar can be displayed on a Monthly, Weekly ...Tasks Views Menu
HOW TO VISUALISE THE SCHEDULED TASKS There are several ways to visualise the tasks scheduled by the engine to make it easier for supervisors, lab managers and team leaders to monitor multiple pieces of information. There are also specific views for ...Setting the Tasks Parameters
HOW TO SET THE TASKS PARAMETERS The following sections take through the different steps for the configuration of the Tasks Parameters. Task Status This section shows the different possible Task Statuses. The Task Status indicates in which situation ...