Task (CR306020)
The window toolbar
- Complete
- Changes the status of the task to Completed. This action is available only to the task owner.
- Complete and follow-up
- Changes the task status to Completed and creates an task that has the same details as the current one but the Not started status. This action is available only to the task owner.
- Cancel
- Cancels the task, changing its status to Cancelled. This action is available only to the user who created the task.
The Details tab
By using this tab, you can create a new task and view or edit the details of an existing task.
- Summary
- The task summary description, which can be used as its ID.
- Start date
- The start date and time of the task.
- Internal
- A check box that, if selected, indicates that the task is hidden from external users.
- Due date
- The date and time when the task should be completed.
- Completion (%)
- The estimation of the task completion, expressed as a percent.
- Work group
- The workgroup the task is assigned to.
- Owner
- The user the task is assigned to. By default, it shows the employee ID of the task creator.
- Reminder
- This check box is not in use.
- Remind at (date)
- This field is not in use.
- Related entity description
The entity that this activity is associated with. For example: If you are creating an activity that is associated with a lead, this lead will be specified in the field by default.
To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
- Parent
- A read-only field displaying the parent task this task is related to via the Related tasks tab of the parent task, if applicable.
- Project
- The project associated with this task (or the non-project code indicating that this task is not associated with any project defined to the system); appears if the Projects module is activated.
- Project task
- The particular project task with which this task is associated; appears if the Projects module has been activated. You can select only a project task of the selected project.
- Priority
- The priority level of the task: Low, Normal, or High. These levels are used for informational purposes only; no specific functionality is associated with them.
- Status
The status of the task. Select one of the following options:
- Open
- The task has been assigned to an owner.
- Draft
- The task has not been assigned yet.
- In process
- The task owner has started processing the task.
- Cancelled
- The user who created the task has cancelled it.
- Completed
- The task owner has finished processing the task.
- Category
- The category of the task.
- Completed at
- The date and time of task completion.
- Time spent
- The time in days, hours, and minutes from task creation to completion.
- Overtime
- The number of hours outside of work hours from task creation to completion.
- Invoiceable time
- The number of invoiceable hours from task creation to completion.
- Invoiceable overtime
- The number of billable overtime hours spent on the task.
You can use the editor area, found at the bottom of the tab, to add comments about the task.
You can edit the text by using the buttons in the formatting toolbar, which give you the ability to edit text (including cut, copy, and paste), change its typographical treatment (including using boldface, italics, superscript, subscript, colour and highlighting), and format it (changing its alignment, indenting, or creating lists).
The Select entity dialog box
By using this dialog box, you can specify which entity relates to the activity whose data you are adjusting.
- Type
- The type of the related entity.
- Entity
- The related entity of the type.
- OK
- A button that causes your changes to be accepted and closes the dialog box.
- Cancel
- A button that closes the dialog box and cancels the selection.
The Related activities tab
This tab displays a table that shows activities related to the task.
- Add email
- Opens the Send (CR306015) window, from which you can send an email.
- Add activity
- Contains a menu with options that correspond to the activity types. By clicking on a menu option, you open the Activity (CR306010) window, which you use to create an activity of the corresponding type.
- Type
- The type of the activity.
- Summary
- The description provided for the activity. With an email, it matches the content of the email subject field.
- Status
- The status of the activity.
- Start date
- The start date of the activity.
- Created at
- The date and time when the activity was created.
- Category
- The category of the task.
- Invoiceable
- A check box that indicates (if selected) that the time spent on the activity can be invoiced.
- Time spent
- The number of hours spent to complete the activity.
- Overtime
- The number of hours outside of work hours spent to complete the activity.
- Invoiceable time
- The number of hours spent to complete the activity that can be invoiced.
- Invoiceable overtime
- The number of overtime hours spent to complete the activity that can be invoiced.
- Work group
- The work group that the activity is assigned to (if any).
- Owner
- The name of the user to whom the activity is assigned.
- Created by
- The user who has created the activity.
- Released
- A check box that indicates (if selected) that the activity has been released.
The Related tasks tab
This tab lists the tasks that are related to this task. This task will be set as the Parent for the tasks added here.
- Add related task
- Opens the Task (CR306020) window in a pop-up window.
- Subject
- The description of the task and a link to it.
- Status
- The status of the task.
- Start date
- The start date of the task.
- Due date
- The due date of the task.
- Completed at
- The date and time when the task was actually completed.