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The Tasks table is where the details of tasks are stored. Each row of the table represents an individual task. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.

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1. Checkbox: A checkbox column allowing you to select and edit multiple tasks at once.

2. Due Date: The date by which the task is scheduled to be completed.

3. Type: The type of the task.

4. Subject: The subject of the task.

5. Requestor: The name of the staff member who requested that the task be completed.

6. Assigned To: The staff member to whom the task is assigned for completion.

7. [Exclamation Point Icon]: The priority of the task.

8. Status: The status of the task.

9. Documents: A link to any document attached to the task.

10. Action: A Right-click icon; the right-click menu contains Edit and History.

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Additional columns are available for the Tasks table, which can be added by clicking on the Show/Hide Columns button in the Layout Menu. Columns can also be hidden using the Show/Hide Columns button. See Tables for See Tables for general information about table structure and usage. The additional available columns are:

1. Actions: An edit icon allowing you to edit the task.

2. CC To: The name of the staff member CC’d on the task.

3. Complete Date: The date the task was completed.

4. Completion Note: The note created in the system prompt when marking the task complete.

5. Created By: The name of the staff member who created the task.

6. Created Date: the date the task was created.

7. Description: The description of the task.

8. Marked Task Complete: The name of the staff member who marked the task as complete.

9. Start Date: The start date of the task.

Editing a Task

To edit a task:

1. Click the rightthe right-click icon in icon in the Action column of the row representing the task you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.

   • Alternatively, you can click the Edit icon in the Actions column of the row representing the task you wish to edit. This will bring up an Add/Edit panel for tasks, with the existing information filled in. Skip to step 3.

2. Click the Edit option in the menu. This will bring up an Add/Edit panel for tasks, with the existing information filled in.

3. Fill the fields in with your desired information. See The Add/Edit Tasks Panel for details about the fields.

4. Click Save to save the changes and close the panel.

   • If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.

Deleting a Task

To delete a task:

1. Click the rightthe right-click icon in icon in the Action column of the row representing the task you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.

   • Alternatively, you can click the Delete icon in the Delete icon in the Actions column of the row representing the task you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.

2. Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).

3. Click the OK button in the message to confirm the deletion.

   • If you decide you do not wish to delete the task, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.

   • Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.

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1. Select the checkboxes of all tasks you would like to edit.

2. Click the right-click icon or right click anywhere in the rows representing the tasks you would wish to edit. This will bring up a menu of options.

   1. The options in the menu are:

      1. Edit Selected

      2. Copy Selected To Another Case

      3. Mark Selected Completed

      4. Mark Selected Not Started

      5. Mark Selected Cancelled

      6. Mark Selected In Progress

      7. Delete Selected

3. Click the OK button that appears at the top of the screen to confirm the action if marking tasks as Not Started, Cancelled, In Progress or when deleting.

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