Tasks: Managing & Viewing (Calendars)
1. Quick Search Bar > List Shortcuts
Use the quick search bar to pull up all companies you have Tasks scheduled for Today or a list of companies with Incomplete Tasks so you can go through the list:
2. Company Overview > Event History
Locate the Task in the Event history of the company it was scheduled for. The right-hand menu allows you to:
- Add Task Progress*: allows you to take an action that is added to the task's progress
- Export this Task: allows you to export the task to your Google, iCal, Outlook, or Yahoo calendar
- Complete: Yes/No
- Delete
- Edit**: allows you to Reschedule your Task. If your Task type is a 'Call', it will also allow you to indicate it was Rescheduled and you 'Left Message' or they were 'Not Available'.
- View Details: opens the Task so you can view the complete details
- Priority: status Yes/No
* Add Task Progress:
**Edit:
If you choose to take an action, e.g. Perform an Audit, the top of the action will indicate it is related to your Task and give you the opportunity to Complete it:
Note: if an action is related to multiple Tasks you can select any/all that apply.
Note: if you have incomplete/open Tasks within a company, all actions taken from that company's 'What would you like to do menu?' will automatically give you the opportunity to add them to your Task(s) progress as shown above.
3. Tasks > Manage
Use the 'Filters/Results' tab to define the company list you want to view scheduled Tasks for:
The 'Options' tab allows you to select:
- Companies: All Companies, Current Search (all companies on 'Filters/Results' tab), or Saved Search (select from your list)
- Date Range:
- Started: All, Not Started, or Started
- Progress: All, Has Progress, or Has No Progress
- Title: Search by Task Title
- Show Complete: All or Incomplete Only
- Reminder: All, Has No Reminder, Reminder Has Not Started, or Reminder Has Started
- Task Type: Controlled by your TurnLink administrator via Setup > Preferences > Administrative > Tasks
- For User: Select user(s)
- Display Last Event Date: None, Any Event Type, or choose a specific Event Type
- Click 'Go':
The 'Tasks' tab lists all Tasks that fit your criteria. You can Export, Delete, Complete, Incomplete, and Reschedule Tasks on this screen. To effect multiple Tasks at once check all applicable Tasks and make a selection from the right-hand menu:
4. Tasks > View Calendar
You can view your Tasks, or any or all users Tasks, on both a Monthly and Weekly calendar:
Optionally include weekends, and schedule Tasks directly from your calendar using the right-hand menu:
Click on a Task to drill down into its details on the Manage page.