How to search for a task?

Clicking on the My Tasks tab on the menu will display the Tasks that are currently assigned to you. When you log in you also have a summary in the left hand column that will remind you of the total number of tasks assigned to you and the number that are overdue based on the tasks due date.

They are displayed in ascending Due Date/descending Priority sequence. On the list the following columns are displayed:

Field Name	Format	Description
Overdue	Icon	A red warning icon will display next to those that are overdue.
Member	Date	Truncated Membership name
Contact Code	Drop Down	Unique reference if configured to generate one (see Company Settings)
Created	Date	Date initial task was created
Category	Display	Contact category
Task	Display	Truncated task description
Status	Display	Open for any outstanding, depends on filter
Assigned	Display	User name of person responsible for completing the task
Due	Date	Due date
Priority	Display	Priority description if set

Note that the full text of truncated fields can be viewed in a pop up tool tip by placing your mouse cursor over the truncated value.

To View / Search for a Task;

• Use the selection criteria to restrict the list of Tasks
• Status of Open (default) will show outstanding Tasks only
• Assigned To is the user which will default to the user logged in
• Contact Code can be searched on if configured
• Contact Category (drop down selection)
• Membership Name
• Click the Search button.
• Click on the task line to view the Task.
• Once reviewed, click on Return To Task List button.

Administrators can change the Assigned To and review outstanding Tasks for all Users. CSV Extracts (under Reporting) also exist if you wish to get an output of selective Tasks.

If the Task is a Member task then you will be taken to the Contact History record for that Member that contains the Task.