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Tasks portlet

You can access the
Task
 portlet on the
Staff Dashboard
.
This Task portlet shows open tasks for the signed-in staff member.
  • Select
    More portlet options
     Show portlet options button with 2 white down arrows to show the following:
    • Enable Grouping
      : To group the portlet by column headings. Drag and drop a column heading to the shaded area preceding the grid to group by that heading.
    • Open Tasks only
      : Show only open tasks or show all tasks for the currently signed-in staff member.
    • Search
      : Search for items in the task list. The Using the search feature article has more details.
    • Show Filter
       Show filter button with 2 blue down arrows shows the
      Filter
       box: Use the dropdown list to show only tasks that contain those items, or select
      More
       More button with ellipsis icon to create a custom filter.
    • Open Projects only
      : To show only open projects for the currently signed-in staff member in the portlet. Clear the checkbox to show all projects for the current staff member.
  • To use the
    Field Chooser
     Field chooser button, shows a list in front of a table with a header row and an arrow between them., 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
     window.
  • If you've assigned a solution to the task, select the
    Solution
     icon to open it.
  • Right-click the portlet to choose from
    Add
    ,
    Edit
    ,
    Delete
    ,
    Complete
    , and
    Print
     tasks.
  • If you have security rights, select the title bar of this portlet to open the
    Project Tasks
     of the
    Manage Projects
     screen.

This article applies to:

  • PRODUCT: Practice CS