Tasks — Overview

Applications › Tasks

Tasks provides a central area for managing task records and reviewing tasks in a list-based view. Sales representatives, sales managers, project managers, purchasing officers, warehouse managers, and finance users can use this area to keep operational work visible and organized.

The area includes individual task records as well as Tasks list views. List layouts and displayed columns can be adjusted to support different working needs, and task information can be filtered or exported for review.

What you can do here

• Use Standard Layout to return the task list to the standard layout.
• Use Add Layout to create an additional layout for the task list.
• Use Columns Chooser to select the columns displayed in the task list.
• Use Apply filter to apply the selected filter criteria to the task list.
• Use Export to export task list information.
• Use Save or Update Current to save task or layout changes.
• Use Delete Current or Delete to remove the current item, and use Yes or No to respond to confirmation prompts.

Related pages

• Tasks
• Tasks — Learning Path