Tasks

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

Tasks are added to task lists in a hierarchical structure. Task lists can coordinate a long process such as steps required to configure CDM for a 10K/Q report or as simple as a list of set up tasks. 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.

Administrators assign permissions to users so they can view task lists and tasks and mark them as complete. Tasks can be viewed from the Navigation Pane or from the status bar.

Find a Task

If your report contains many tasks, you can easily search for the task that you need.

All tasks in the report that you are viewing are listed in the Tasks tab in the Navigation Pane. To find a particular report object, you can scroll down the list and then click the report object that you want to work with. However, if your report contains many tasks, you might prefer to use the search functionality in CDM.

To find a task using the search functionality:

1. Click the Home tab, then in the Navigation Pane, click Tasks.
2. Click the Search icon in the Tasks tab heading in the Navigation Pane.
3. In the search field, type the full name or part of the name of the task that you want to find. You cannot type special characters in the search field. A search result list of all matching tasks opens under the field.
4. To focus on the appropriate task, click the name in the search result list. The selected task is highlighted in the Tasks tab.

View Task Lists and Tasks from the Navigation Pane

You can view a task list and its tasks and subtasks using the Navigation Pane.

1. Click the Home tab, then in the Navigation Pane, click Tasks.
2. The Tasks tab in the Navigation Pane displays all existing task lists.
3. Double-click a task list. The Task List tab opens in the work area, displaying all tasks and subtasks in the task list.

You can now mark one or more tasks complete or incomplete.

View Task Lists and Tasks from the Status Bar

You can view a task list and its tasks and subtasks using the status bar.

1. Click the Home tab, then in the Navigation Pane, click Tasks.
2. Click Tasks in the status bar.
3. In the Select a Task List window, click the drop-down button and select a task list from the menu. You can see the tasks and subtasks contained in the task list.

You can now mark one or more tasks complete or incomplete.

Mark a Task as Complete

You can mark a task as complete. Ordered task lists contain tasks that must be completed in the same order as they appear in the task hierarchy. Unordered task lists contain tasks that can be completed in any order.

1. Click the Home tab, then in the Navigation Pane, click Tasks. The Tasks tab in the Navigation Pane displays all existing task lists.
2. Double-click a task list that contains tasks you want to mark as complete. The Task List tab opens in the work area, displaying all tasks and subtasks in the task list.
3. Perform one of the following actions:
   • Select an incomplete task and click Home > Mark Complete.
   • Click Home > Mark All as Complete. In the confirmation message, click Yes.

A check mark is displayed in the checkbox for the task name and a line is drawn through the task name to indicate it is complete.

Mark a Task as Incomplete

You can mark a task as incomplete.

1. Click the Home tab, then in the Navigation Pane, click Tasks. The Tasks tab in the Navigation Pane displays all existing task lists.
2. Double-click a task list that contains completed tasks you want to mark as incomplete. The Task List tab opens in the work area, displaying all tasks and subtasks in the task list.
3. Perform one of the following actions:
   • Select a completed task and click Home > Mark Incomplete.
   • Click Home > Mark All as Incomplete. In the confirmation message, click Yes.

The check mark displayed in the checkbox for the task name and the line through the task name is removed.