Tasks Outstanding displays all tasks requiring your attention.
On the Tasks Outstanding screen you can:
- Show or hide filter options
- Filter your list of work items
- Show tasks that are currently with you, have been forwarded to you or your group, and tasks you forwarded.
- Toggle between active and inactive tasks .
- Toggle between suspended and unsuspended tasks.
- Configure the columns by adding or removing columns and changing their order.
- Right-click on a task(s) to perform actions such as Add Note, Action, Review, Email, etc.
Use Workload Outstanding to view all work items requiring your attention. Depending on your Security Roles, this can include calls, request, and tasks.
Using the Tasks Outstanding view
Before you start
To view tasks Workflow Analyst must be selected in the Shared tab of your Workflow Management Security Role.
Access the Tasks Outstanding window from the My Options menu by hovering over View, and selecting Tasks Outstanding.
Tasks that require your attention are displayed in the browse table.
The window is made up of two sections:
- The Toolbar contains options for filtering the results and performing actions on the records
- The Toolbar lists the task records and allows actions to be performed using the context sensitive menu
The Toolbar
Functions available from the toolbar on the Tasks Outstanding window:
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Use to refresh the results. | ||||||||||||
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Select to open the Column Configuration window to Tasks Outstanding in Nano displayed in the browse table. Available in table layout only |
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Select to expand the Filter section and change the filter options:
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Select to hide the Filter section | ||||||||||||
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Changes the table layout to a Kanban layout | ||||||||||||
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Changes the Kanban layout to a table layout | ||||||||||||
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Use to forward the selected task(s) to an analyst or group. Opens the Forward window. Available after selecting one more items in the table layout, for analysts with Task Bulk Forward enabled in their Workflow Management Role. |
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Use to close the selected task(s). Opens the Close window. Available after selecting one more items in the table layout, for analysts with Task Bulk Close enabled in their Workflow Management Role. |
The Browse Table
The browse table contains the tasks requiring your attention, which can be displayed in one of two formats:
- Table layout displays task records in rows with columns displaying details for each record. The table can be ordered by any visible column. To change the columns displayed in the browse table, select from the toolbar and Configure the Columns.
- Kanban layout displays task records as cards with a subset of it's details visible on the card. The records are organized into columns representing the task Status. To change the status of a record, drag it to a different status column.
Statuses that are displayed in Kanban layout have the Parent setting enabled in System Admin.
View the details of a task by double-clicking anywhere in the row. The task details window opens in a new tab.
Perform actions on one or more tasks by selecting the task(s) in the browse table and right-clicking to open the context-sensitive menu.
- Action opens the task(s) in 'action' mode.
- Review opens the task(s) in 'review' mode.
- Add Note opens the Add Note window. Complete the details to add a note to the task.
- Forward opens the Forward window. Complete the details to forward the task to an analyst or group.
- Close opens the Close window. Complete the details to close the task(s).
- Email opens the Email window. Complete the details to send an email from the task.
- Report saves the task details to PDF. The PDF is saved or opened dependent on the browser settings.
- Diagram opens the Task Dependencies window which displays a graphical representation of the workflow tasks.
Multiple records can be selected using CTRL + mouse click.