Task Management Screen
Tasks are reviewed and managed (created, assigned, edited, completed, etc.) on the The Task Management screen. This screen provides lists (by collection and for the entire room) of tasks. The status of each task is easily reviewed and the icons on the screen provide for various functions.
Collections are a way to group tasks by similarity or association.
This section can be collapsed to optimize viewing of tasks.
The Tasks area offers varying functionality based on whether you are a user or an administrator.
The Task list presents an overview of current tasks in the room (or selected collection).
Tasks can be expanded to see additional details by clicking the task expander or double clicking the task.
The task selected above shows expanded below.
The drop down menu next to the Add Task button (plus sign) offers several options for adding and editing tasks.
The Import Task button is also located on the Task menu bar.
The Task Summary Report can be run directly from the Task menu bar or from the Reports menu.
The Filter option on the Task menu bar offers several task filtering capabilities.
The columns that are included in the list of Tasks can be managed and task data can be exported using the hamburger menu to the right of the Status column above the task list.
Task / Request List Management is an add on feature for Owner and Lite Plans and is included in Pro Plans, but may need to be turned on. Please email our support team if you have any questions about adding or activating Task / Request List Management for your account.
Articles in this section
- Adding a Folder
- Adding a New Room
- Adding a New User
- Adding and Editing Security Sections
- Adding Tasks
- Archiving
- Archiving A Room
- Branding
- Collections
- Creating a Custom Login
- Custom Watermarking
- Deactivated User Search
- Document Tags
- Document Viewer
- Document Viewer Overrides
- Downloading
- Downloading Files
- Editing File Settings
- Editing Multiple Users
- Editing Tasks
- Editing User
- Editing Your Profile
- Emailing Users from the Application
- Embed iFrame
- External File Upload Feature
- File Move / Copy
- Folder and File Naming Restriction's
- Folder Edit
- Folder Structure Upload
- Getting Started
- How to Clear Browser Cache
- Importing New Rooms
- Managing Your Profile
- Password Complexity
- Password Management
- Permission Overrides for Users
- Removing Access vs. Deleting Users
- Removing Encryption from a PDF
- Room Admin with Room Creation
- Room Notification Email Settings
- Run As: User
- Schedule Room Updates
- Security Levels and Security Sections
- Security Sections
- Security Sections in Documents
- Storage Indicator
- Subsciption Management
- Subscription Management Screen
- Task / Request List Management
- Task Management Screen
- Task Managmenet Dashboard
- Task Types
- Two-Factor Authentication
- Update Room Contact
- Updating Room Instructions
- Uploading
- Uploading Files
- User Search
- User Search
- Users List