Current Tasks - Active Tasks

Field Name

Description

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

Icon

Action

Description

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.