Navigation

Tasks portlet

The Tasks portlet is available on the Staff Dashboard.
note
This portlet is available only if you are licensed for the Project Management module.
The Tasks portlet shows open tasks for the logged in staff member.
  • Select the Show Options button in the upper-right corner of the portlet to display the following portlet options:
    • Mark the
      Enable Grouping
       checkbox to group the portlet by one or more column headings.Click and drag a column heading to the shaded area above the grid to group by that heading.
    • Open Tasks only
      : Mark this checkbox to display only open tasks in the portlet. Clear the checkbox to show all tasks for the currently logged-in staff member.
    • Use the
      Search
       field to search for specific items in the task list.
    • Select the Show Filter button to display the
      Filter
       field. You can select items from the drop-down lists to display only tasks which contain those items, or select the More button to create a custom filter.
  • Select the Field Chooser button and mark or clear the checkboxes for the columns you want to show or hide in the portlet.
  • Double-click a task to open the Task setup dialog.
  • If you have assigned a solution to the task, select the solution icon to launch the solution.
Right-click the portlet to open a context menu with commands for editing, deleting, completing, and printing tasks, and more.
If you have security privileges, you can select the title bar of this portlet to open the Project Tasks tab of the
Manage Projects
 screen.

This article applies to:

  • Product: DT Practice