5.3 Viewing Tasks
Users with the roles Admin or Tasks Admin can find the list of tasks for each task template by either selecting Tasks or Task Templates on the Dashboard meny and then clicking on the relevant template. The Tasks screen for this template will then open:
The 3 top tasks in this picture are part of contexts. You can click on the context to open it in the Context Builder.
Searching for tasks
You can enter text in the Search tasks field to search for, and even use terms from several columns at a time, with an AND logic. In the picture above, a search for NEW Andotech will find only the second task in the list. The search here is not case-sensitive.
Viewing tasks
- From the Tasks screen shown above, find the task you want.
Use the search bar on top to search for it if you can’t see it right away. - Press this task’s Open Task icon (the eye) to open the Web app and access the task.
- Browse through the task elements to view them and if needed, fill out the task’s forms.
Note: if you are not assigned to the task you want to open, the task will be shown in the Web app but you cannot create new reports, only view existing reports in read-only mode. Such tasks will not be listed in your Tasks list in the app.
