Lab - Task management
The screenshots on this page do not all reflect the new web version yet.
You want to manage your tasks across all the cases and get an idea of their relative priority. So you need to apply grid functions to the list of Tasks.
Add columns for task managementExplore the column headings (and hence, the information) that you can add to your list of Tasks.
Hopefully you can remember how to perform grid functions? If not, have a quick refresher at Understanding the grid.
Exercise 1
- Click the
icon in any of the headings . - Select Columns from the dropdown list.
- Click the checkboxes next to the headings you want to include in the list. Unselect a checkbox if you want to remove the column.
Sort and order the list by priorityExercise 2
- Use the above method to add the Priority column.
- Click the icon at the right in the Priority heading.
- Select Sort Descending from the dropdown list.
Show all tasksClear the State and Employee restrictions to show all tasks in the system
Exercise 3
- Find the State and Employee dropdown lists at the top of the grid.
You'll notice that you can display your tasks: current, overdue (and so on) by changing the value in the State dropdown list.
So now you've seen how to add tasks to a case, handle reminders and manage all of your tasks.