Tasks and Task Lists

In CDM, administrators define tasks in hierarchical lists that users are required to complete.

Tasks are added to task lists in a hierarchical structure. A task list can be ordered or unordered. Ordered task lists contain tasks which must be completed in the same order as they appear in the task hierarchy. Unordered task lists contain tasks which can be completed in any order.

Task lists and tasks can be edited and deleted at any time. Tasks can be promoted or demoted to a different place in the task list hierarchy.

Administrators assign permissions to users so they can view task lists and tasks and mark them as complete.

Create a Task List

You can create a task list to which one or more tasks can be added.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Double-click Tasks. The Tasks tab opens in the work area.
3. Click Home > Add > Task List. The New Task List tab is displayed.
4. Click Add.
5. Enter a name for the task list in the Name field.
6. In the Description field, enter details that describe the task list if you want.
7. Select an icon that you want to represent the task list. You can choose from a set of default icons or you can add your own icons to the icon palette to choose from if required.
8. You can select the Tasks must be completed in this order checkbox to designate the list as an ordered task list. Tasks and subtasks in the list must then be completed according to the order of the hierarchy in which they are displayed.
9. Click Home > Save to save the task list. You can now add tasks to the task list.

Add a Task to a Task List

Task lists are built in a hierarchical structure consisting of tasks which can include subtasks. You can add one or more tasks to a task list.

1. In the Tasks tab in the work area, double-click the task list to which you want to add a task. The task list is displayed in a new tab in the work area.
2. Click Add. The New Task window opens.
3. Enter a name for the task in the Name field.
4. In the Description field, enter details that describe the task if you want.
5. Select an icon that you want to represent the task list. You can choose from a set of default icons or you can add your own icons to the icon palette to choose from if required.
6. Click Add link to link the task to a report object.
7. Click OK.
8. Click Home > Save to save the task list.

Edit a Task List

1. In the Tasks tab in the work area, double-click the task list you want to edit. The task list is displayed in a new tab in the work area.
2. You can perform one or more of these actions:
   • Change the task list's name and description.
   • Change the icon that is used to represent the task list.
   • Change the task order.
   • Designate the task list as ordered or unordered.
3. Click Home > Save to save the task list.

Change the Task Order in a Task List

You can change the position of one or more tasks as they are displayed in a task list's hierarchy.

When you move a task, its hierarchy level remains the same. For example, when you move a third-level task up or down in the task list, you are only changing its position among the order of all third-level tasks. To change a task's hierarchy level (for example, from third-level to secondlevel), you must promote or demote the task.

To change the task order in a task list:

1. In the Tasks tab in the work area, double-click a task list. The task list is displayed in a new tab in the work area.
2. You can perform one or more of these actions:
   • Select a task and click Move Up or Move Down to move the task up or down respectively in its hierarchy level in the task list.
   • Select a task and click Promote or Demote to change its hierarchy level position higher or lower respectively in the task list.
3. Click Home > Save to save the task list.

Edit a Task

You can edit the details of a task. Incomplete and completed tasks can be edited at any time.

1. In the Tasks tab in the work area, double-click a task list. The task list is displayed in a new tab in the work area.
2. Select the task you want to edit and click Edit.
3. In the Edit window, you can perform one or more of the following actions:
   • Change the task name or description.
   • Change the icon that is used to represent the task.
   • Change the report object linked with the task.
4. Click OK.
5. Click Home > Save to save the task list.

Link Tasks to Report Objects

The user can select a report object to be associated with a task. After creating the link, the user can easily navigate and open the report object from the task.

Important: Ensure that you link to report objects based on your permissions. Links do not enforce User Filter or View Report permissions, therefore you can see the full list of report objects when you are creating a link. If you create a link to a report object that you do not have permissions for, you will receive an error message when you try to open the link.

1. In the Tasks tab in the work area, double-click a task list. The task list is displayed in a new tab in the work area.
2. Select the task that you want to associate with a report object and click Edit.
3. In the Edit window, click Add link.
4. In the Link Task window, select the report from the list and click Next.
5. Select the report object you want to link with the task.
6. Click Finish.
7. Click OK.
8. Click Home > Save to save the task list.

Add an Icon to the Icon Palette for Tasks and Task Lists

You can add your own icon to the default icons in the icon palette for tasks and task lists.

An icon is selected and assigned to a task list or task to differentiate it from other task lists or tasks. You can add your own icon to the default icons that are available for selection. Icons that you add must be 32 pixels by 32 pixels in size.

1. In the Tasks tab in the work area, double-click a task list to open it, or open a task in the task list.
2. Click Add Another Image and then Browse.
3. In the Select State Image window, navigate to the icon that you want to add, select it, and click Open.
4. To change your selection, click Browse to select another image.
5. Click Save Image to Gallery.

Delete a Task

You can delete a task at any time, whether it has been marked complete or has not been completed.

1. In the Tasks tab in the work area, double-click a task list. The task list is displayed in a new tab in the work area.
2. Select the task that you want to delete and click Delete.
3. In the confirmation message, click OK.
4. Click Home > Save to save the task list.

Delete a Task List

1. In the Tasks tab in the work area, select the task list you want to delete.
2. Right-click the task list and select Delete.
3. In the confirmation message, click OK.