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Field Name | Description |
|---|---|
Task Name | The name of the active task. |
Due Date | The due date for the active task. Note: The due date for overdue tasks are highlighted in red. |
Assigned To | The user the active task is assigned to. |
Task Type Description | The description of where the task is assinged to. In the example above, the tasks were created from the Tasks tab in the Customer file. |
Action ID | The ID related to the Task Type Description. In the example above, the Action ID represents the Customer ID. |
Description | The description of the Action ID of the task. In the example above, the Description represents the Customer Name. |
Created By | The user that created the active task. |
Created When | The date and time that the active task was created. |
Toolbar
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Icon | Action | Description |
|---|---|---|
 | Close | Click to close the Active Tasks form. |
 | Add New Task | Click to open the New Task form in order to create a new active task. |
 | Edit Task | Click to open the Edit Task form in order to edit the selected task. |
 | Open Parent | Click to open the location of where the selected task is linked to. |
 | Delete | Click to delete the selected task. |
 | Refresh | Click to refresh the list of Active Tasks. |