Changing the Display of Tasks

The tasks are displayed based on the selection field values shown above the display area of the advanced task viewer.

 

For any list that is displayed, you can use the D or O buttons to do the following:

§ To display additional details, click on the +D button.

§ To hide the additional details, click on the -D button.

§ To show overdue tasks, click on the +O button.

§ To hide overdue tasks, click on the -O button.

One or more selection values can be changed to alter the list. See the table for a list of values that can be selected. The following are examples of lists that can be displayed:

§ To display tasks of any status that had a due date during the current month:
Click on the status selection field.
Select All.
Click on the time range selection field.
Select This Month.
Click on Refresh.

§ To display tasks of another person (if you have the appropriate privileges):
Click on the owner selection field.
Select the user name.
Click on Refresh.

Advanced Task Viewer Filter Field Descriptions

Selection Field

Description and Values

Types

Type of task to display.
All Types, Call, Follow-up, Get_Document, Mail_Letter, Meeting, Other, Send_Email, To-do

Status

Status of tasks to display.
All, Open, Completed, On Hold, Cancelled

+D

Click to show details of the displayed tasks (notes from task action).

-D

Click to hide details of tasks (notes from task action).

+O

Click to show overdue tasks.

-O

Click to hide overdue tasks.

Created By

User who created the task.

Owner

User responsible for the task.

Time Range

Time range of due dates to display.
Today, Tomorrow, This Week, Next Week,
This Month, Next Month, Next 30 Days, Next 60 Days, Next 90 Days, This Quarter, Next Quarter,
This Year, Next Year, All Future + Today