Tasks portlet
You can access the
Task
portlet on the Staff Dashboard
.note
This portlet is available only if you are licensed for the Project Management module.
This Task portlet shows open tasks for the signed-in staff member.
- SelectMore portlet options
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
shows the Filterbox: Use the dropdown list to show only tasks that contain those items, or selectMore
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 theField Chooser
, mark or clear the checkboxes for the columns you want to show or hide in the portlet. - Double-click a task to open theTask setupwindow.
- If you've assigned a solution to the task, select theSolutionicon to open it.
- Right-click the portlet to choose fromAdd,Edit,Delete,Complete, andPrinttasks.
- If you have security rights, select the title bar of this portlet to open theProject Tasksof theManage Projectsscreen.
