This article is part of the Manager Log Module training.  Click here for more information on the Manager Log Module

Using Task Lists

This article will describe the fields on the 'Task List View'.  Click here for instructions on Using Task Lists

Task List View

The Task List View allows you to view and filter all Tasks and Task Lists.  On this screen, a User can set the following:

  1. which Locations to display
  2. which Task Lists to include
  3. 'Open' or 'Completed' tasks
  4. Start Date
  5. End Date

Depending on the Date range selected, the 'Before Today' section and Tasks will be displayed along with 'Today' and 'This Week'.  'Future Tasks' will appear for any future tasks that are due past the current week.

Task View

Select a Task List to view and complete task on the Task List

  1. Task List Name
  2. Additional Instruction icon - hover for additional instructions or click to view instructions popup
  3. % Complete
  4. Date / # of Tasks Remaining
  5. User Filter - use to filter Tasks with Assigned Users.  All Users are selected by default
  6. Open / Completed / Incomplete / All - toggle to display Tasks based on their status.  Set to 'All' by default
  7. Print List button - click to run a report in a new tab with the Task list and each Task's current status
  8. Close as Incomplete button - click to close all remaining 'Open' tasks as 'Incomplete'
  9. Flagged status - click to flag a task (click on a filled flag to 'unflag')
  10. Completed Task - completed tasks will be grayed out and set to read-only.  Changes cannot be made to a completed task
  11. Overdue label - if a Task is overdue, this label will appear on the Task line

Click here for instructions on how to Use Task Lists

R365 Mobile App View