Task Tracker

Data Source: TAHDR

To open the Task Tracker screen, hover over the Quick Links link from anywhere within IntelliDealer and select Task Tracker from the list.

The Task Tracker screen allows you to create, edit and view tasks or actions within IntelliDealer.

Note:  For further information please review the Task Tracker Overview.

The following sorting options appear on the Task Tracker screen:

Sort by
Field Description
Due Date Sort the search results by due date.
Priority Sort the search results by priority.
Type Sort the search results by type.
Status Sort the search results by status.
Department Sort the search results by department.
User Sort the search results by user.
Location Sort the search results by branch location.

The following is a description of the status options available on the Task Tracker screen:

Status
Field Description
Pending Search for tasks with a status of pending.
In Progress Search for tasks with a status of in progress.
Cancelled Search for tasks with a status of cancelled.
Completed Search for tasks with a status of completed.

The following search fields appear on the Task Tracker screen:

Field Description
Include Task

Select which task option to include in the search results.

  • Active Participant: Task/action(s) that you are currently participating in as an active participate. The task/action is waiting for your contribution in order to progress to the next step or participant in the work flow setup.

  • Pending Participant: Task/action(s) that you are currently participating in but you are still waiting to contribute to. The task/action is still going through steps or participants that come before you in the work flow setup.

  • Past Participant: Task/action that you have previously participated in.

  • Created by Me: Task/action created by your IntelliDealer user ID.
Select Type Search for a task/action by selecting a task type from the drop down list.
Select Department Search for a task/action by selecting a department from the drop down list.
Select Due Date

Narrow down the task/action search results by selecting/entering a due date range.
Select Vendor Search for a task/action by entering a vendor number.
Select Stock Number Search for a task/action by entering a stock number.
Select Customer Search for a task/action by entering a customer.
Select Priority Search for a task/action by selecting a task/action priority from the drop down list.
Select Location Search for a task by entering a branch location.
Select Task ID Search for a task by entering a task/action ID.

The following fields appear on the Task Tracker screen:

Field Description
ID The task/action ID number.
Status The current status of the task/action.
Priority The level of priority assigned to the task/action (e.g low, medium, or high).
Start Date The date the task/action is scheduled to start.
Due Date The date the task/action is scheduled to end.
Type

The type of task.

Note:  The set of predefined task types must be set up through the Configuration Quick Links screen.
Subject A brief description of the task/action.

Click on a task ID number to open the Task/Action screen to view or edit the desired task.

Click on the Need to add a task? Click here to add link to add a task.

Move the cursor over the Chevron and select either Save Defaults or Reset Defaults from the drop down list to save or reset search defaults.

The following button allows you to complete your work on the Task Tracker screen:

Button Function
Close Closes the Task Tracker screen and returns to the previous screen.