Setting the Tasks Parameters
HOW TO SET THE TASKS PARAMETERS
Task Status
This section displays the different possible Task Statuses. The Edit icon can be used to change the name and information.
The Task Status indicates the stage each Task occupies in the scheduling process.
The statuses OPEN, IN PROGRESS, and COMPLETE provide information on the progress of the activity. The remaining statuses are used to communicate information among the team and for reporting purposes.
There is no action from the Optima engine, except for the associated conditions explained below:
There are three possible status conditions that your administrator can flag as preferred for your workflows.
OPEN: the task slots remain scheduled in the system.
COMPLETE: the task slots are released and available for scheduling.
CANCELLED: the task slots are released and available for scheduling.
When clicking on the colour of a bar, the colour can be edited.
The assigned colour will then be displayed on the "Task list" screen
Task Types
The Task Types is used to categorise the multiple tasks generated automatically and manually, single and recurring ones.
This categorisation facilitates a quick understanding of the activity .
It is also used for reporting purposes, allowing further information for specific KPIs.
In every row, the Edit
Icon can be used to modify the information.
Task Type Code: cannot be edited
Task Type Description: this definition will be displayed in your task information and used in reports
Recurring: Indicate YES or NO if this Task Type should be used when configuring recurring tasks
Productive: Indicate YES or NO if this Task Type should be used for analytical or non-analytical tasks, respectively
Classification: this is a free-text field for your own classification of the tasks for reporting purposes
Once changes have been made, click on Apply Changes button to save the new settings.
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