Using the Advanced Task Viewer

You can view all or a group of tasks that are assigned to you, or to another user for whom you have privileges, using the advanced task viewer.

To open the advanced task viewer from within the Schedule tool, click on the icon. To open the viewer from anywhere in the system, use the menu option View->Tasks. The following page will appear.

Based on the system defaults, the viewer displays your open tasks for the current week. These defaults can be changed in the SCHEDULE section of User Preferences configuration. The displayed list can be changed to show tasks of certain types, statuses, and time ranges. (See Changing the Display of Tasks.)

To view or edit a task, click on the edit link. To record activity on the task, click on the icon in front of the task. To create a task that is not associated with an account or other record in the system, click on the New button. Such a task would have the user name as the Subject of the task.

Note: Tasks created for a contact will show the associated account name under the contact name. The account name is also a link to the account view.

Changing the Display of Tasks

Advanced Task Viewer Column Heading Descriptions

The following table describes the column headings of the advanced task viewer display area.

Display Field	Description
Icon	Task action icon. Click on the icon to work the task. To-Do, Call, Follow_up, Get_Document, Mail_Letter, Other, Send_Email
SUBJECT	Entity associated with the task. For example: If the task was created from an account, the account name will appear. If the task was created from the Schedule Tool, your user name will appear. Tasks created for a contact will also display the contact’s account.
PRI	Priority level set for the task. Low, Medium, High
REGARDING	Brief description of task that was entered when the task was created.
CREATOR	User who created the task.
OWNER	User assigned to complete the task.
DUE	Date the task should be completed.
STATUS	Status of the task. Open, Completed, On Hold, Cancelled
edit	Button to open an edit page for the task.
á	Subject/Creator/Owner - Sorts a-z, then by date Priority - Sorts high priority in order of dates, then low priority in order of dates Due Date – Sorts oldest to newest
â	Subject/Creator/Owner - Sorts z-a, then by date Priority - Sorts low priority in order of dates, then high priority in order of dates Due Date – Sorts newest to oldest