You can use Task Viewer to view, edit, delete, and add tasks. Task viewer pulls task data from a number of areas in iMIS, including Process Manager, Workflow, Segmentation and Campaign Management. By default, authenticated users can view all tasks associated with the My Tasks query when they go to RiSE > Task viewer. However, more queries are available from the Select a query drop-down:
- All Tasks - All the tasks that have been created.
- By Category - Tasks categorized by Action Item, Automated Process, User Created, Workflow Notifications or None.
- By Priority - Tasks assigned with a priority of High, Medium, or Low.
- By Status - Tasks where the status is Assigned, In Progress, Researching, On Hold, Cancelled, Complete, or Failed.
- By Subject - Tasks where the subject contains a value defined by the user.
These queries are located at $/Tasks/DefaultSystem/Queries/TaskList; more queries can be made available by adding them to this folder.
Adding a task with Task viewer
Tasks can be added using the Task viewer by selecting Add a Task on the Tasks window.
Authenticated users can enter the relevant information needed for the task. For example, including a Due Date for your task, along with a Priority, provides vital information for the person to whom the task is assigned.
Task management tips
The following are some tips for managing tasks:
- You can access the Task Viewer from RiSE.
- Any user can modify the status of any task at any time, even if the task has already been completed.
- By default, a task can only be seen by its creator, an administrator, or a user who has been assigned the task.
- By default, only tasks that are currently in progress are displayed. You can view completed tasks if needed.
- When adding more than one task, you must save and close the window after adding each task.