Viewing Tasks in 25Live

A "task" is an actionable item that needs to be responded to, such as a location/resource assignment request, or approval/FYI notification assigned to one or more 25Live users. Location/resource assignment requests and approval/FYI notifications are automatically generated by the system. To Do tasks are created manually by 25Live users and can be assigned to themselves or other users.

There are two ways to access the Tasks page from the 25Live Home page:

  • Use the Tasks link in the Home Dashboard widget. When you do this, the tasks in the group you selected are shown in a list on the Tasks page. You can change the view if needed.

OR

  • Use the Tasks link in the top navigation bar. When you do this, your overdue tasks appear in a list on the Tasks page. You can change the view as needed.

Tasks Page

Tasks assigned to you and tasks assigned by you are displayed (and can be searched for and completed) on the Tasks page. This example shows the Tasks page in the list view.

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Task Area Links

The links in the Tasks widget of your 25Live Home dashboard allow you to access and view the tasks in each of the groups described below. If a group is not listed, there are no tasks in that group. These categories are also used as "Pre-Defined Groups" of tasks in the search view.

  • Overdue: Incomplete tasks assigned to you, due X days in the past.
  • Outstanding: Incomplete tasks assigned to you, due between X days in the past and Y days in the future. This status will appear as a red notification in the top bar.
  • Flagged: All tasks that are flagged for attention, due between X days in the past and Y days in the future.
  • Completed: All tasks assigned to you and completed, due between X days in the past and Y days in the future.
  • Assigned by You: All tasks you've assigned to other users.

Task View Controls

When viewing tasks on the Tasks page, you can do any of the following:

  • Use the List button to see the selected tasks in a list view.
  • Choose the columns you want to show in the list view by using the Select Columns button. Select or deselect the columns you want, then click Done.
  • Choose Bulk Edit to quickly apply different actions and update multiple tasks at once.
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