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Tasks

This menu allows tracking any user’s tasks from SE Document. This view allows for instance, leaders to verify if their subordinates are executing their tasks within the deadline.

It is important to point out tasks that cannot be executed in this menu. To execute them, the user should access the My tasks menu.

1.In the "Task type" filter, click on the Select task type button.

2.Use the search filters placed on the upper part of the panel, to locate the tasks types that will be viewed. Enter, in the respective fields, the desired tasks, the User, Position or Department that is responsible for its execution. Check the Display lower level records option so that the departments/positions that are below, in the hierarchy, of the selected department/position, are also considered in the search.

3.After that, click on the Search button and the result will be displayed in the list of records at the bottom of the panel. If the tasks displayed are not the desired tasks, the user should repeat the procedure described above until they get the desired result. Otherwise, click on Apply to view the records referred to the task types.

The task types that will be searched for are displayed in the Search Panel, on the left side of the main screen, separated by types: Execution and Tracking.