Task Management


Create Task

Edit Task

Archive Task

Filtering Function

Sorting Function

Customise Function

My tasks


Now you see the Tasks window and it shows all tasks created.

It's available to create Tasks and filter each Task on Tasks menu.


Create Task

To create a task, click on "Create Task +" at the top right.


Enter the Task title, select Account and Location, then click "Create Task".



Edit Task

To edit Tasks, check the task to edit.


This window pops up at the bottom, so please change the option as you prefer.


You can also edit tasks by clicking on each line of the tasks.


Archive Task

To archive the task, click on the "Archive" button at the top right.


This window appears, so confirm the task title and click "Archive".

Tasks cannot be deleted in terms of management, so there is no "Delete" button.


Filtering Function

To filter Tasks, click on "Filters".


This shows that 3 filters are currently active.

This is the display used to filter tasks.

Click each option to filter as you need, then click "Apply".

①Quick Filters

Completed in: last 24 hours

Updated in: last 24 hours

With Reports

Due Date: Today


②Category

Sensor

2D code

Manual


③Status

Not Started

In Progress

Completed

Archived


④Account / Location / Assignee / Collaborators

Account

Location

Assignee

Collaborators


⑤Date created / Due Date

Date created

Due Date

You can also clear all filters by clicking "Clear Filters".



Sorting Function

It's available to sort by clicking on each item name, such as Task Type, Status, Date created, and Due Date.



Customise Function

You can change the Table settings from Customise button.


Just check and uncheck to change Table view.



My tasks

It's available to see tasks you're assigned in "My tasks".

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