Task/Action

The Task/Action screen can be accessed from the Task Tracker screen by clicking on the Need to add a task? Click here to add link.

The Task/Action screen allows you to add a task/action or editing a task/action.

The following is a description of the fields that appear on the Task/Action screen:

Field Description
Template

Search for a preset task template by selecting the Search icon next to the field. Task templates may or may not include additional custom screens related to the added task (e.g. new employee). Once a task template has been selected, information can be entered into the remaining fields.

Note:  
You must first create a custom screen within IntelliDealer Administration Create Page screen for a custom screen to appear as a tab option on the Task/Action tab.

Note:  
The task templates that appear on the drop down list can be configured on the Task Templates screen found by going through the Configuration Quick Links screen and selecting the Other link on the Miscellaneous list and by selecting Task Template from the drop down list.
Status

The task/action status.

Pending: The task has been created but task actions had not began yet.

In Progress: The task process has started and is currently in process.

Cancelled: The task process has been cancelled by the creator of the task.

Completed: The task process has been completed.
Start Date The task/action start date.
Customer The customer number.
Stock Number The stock number of the equipment unit.
Vendor The vendor number.
Employee Key in or search for an employee ID.
Subject A subject line briefly outlining the task/action.
Description A detail description outlining the newly created task/action.
Priority The task/action priority (e.g. Low, Medium or High).
Due Date The task/action due date.
Location The branch location of the task/action.
Department The department involved with the task/action.
Publish If checked, will indicate that any user, whether they are a participant in the task or not, can view the details of the task.
Work Flow Indicates whether the task template selected is a work flow or not.
Current User The user who is currently interacting with the selected task.
Created By The user who created the task.
Notification

The method by which all participants are notified about this task/action.

Options include: an e-mail message or a message displayed using the IntelliDealer messaging function.

The Comments section on the Task/Action screen allows you to add any comments about the task/action.

The following is a description of the fields that appear on the Comments section of the Task/Action screen:

Comments
Field Description
User The user who added the comment to the task/action.
Date The date the comment was added to the task/action.
Time The time the comment was added to the task/action.
Comment A brief comment about the task/action.

Click on a Comment to edit a task comment.

Select the Click here to add a comment link to add a task comment.

Select the Click here to access task history link to view the history on the selected task.

The following buttons allow you to complete your work on the Task/Action screen:

Button Function
Accept Moves the selected task to the next participant as defined in the work flow setup.
Reject Allows a participant to reject the task or work unit passing it back to a previous participant.
Send Reminder

Sends the next participant in the task work flow a reminder about their current task.

Note:  
This button appears only for the creator of the task/action.
Save Saves changes made to the Task/Action screen.
Delete

Deletes a completed or cancelled task from the system.

Note:  
This button appears only after a task's status is changed to completed or cancelled.

Note:  
The amount of months a task remains in the system before being purged is set up on the Task Tracker Months field on the DIVTAB table.
Close Closes the Task/Action screen without saving changes and returns to the Task Tracker screen.