Task List

Documentation

Table of Contents



The task list displays a complete list of tasks that must be done and the date they must be done by. New tasks may created and assigned. Existing tasks may be viewed and edited.

Filtering and Display


Use the filtering section to determine exactly what tasks you wish to view and how you wish to sort them on the list.

List Table


Number

The number of the task.

Name

The nuame of the task.

Task Type

The type of task to be completed.

Remind On

The date you are reminded to do the task. <

NOTE: - For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.

Action Icons



- Select the "New" icon to create a new task.

- Select the "Edit" icon to edit an existing high-lighted task.

- Select the "Delete" icon to delete an existing high-lighted task.

- Select the "Print" icon to print the contents of the task list to a printer.

- Select the "Export" icon to export the contents of the task list to a CSV or Excel file.

- Select the "Refresh" icon to refresh and re-display the contents of the task list.

- Select the "Close" icon to close the task list.

Auto Refresh

You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.