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Location: View  To-do tasks
Overview:
Use this menu to track the pending tasks of any SE Supply user. This view allows leaders, for instance, to verify whether their subordinates are executing their tasks within the established deadline.
It is important to point out that, in this menu, it will not be allowed to execute the tasks. To execute them, the user must access the To-do tasks menu.
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1.
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In the Task type filter, click on the Select task type button.
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2.
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Use the search filters on the upper part of the panel that will be displayed to find the task types that will be searched for. Enter, in the respective fields, the desired To-do tasks, User, Position, or Department responsible for its execution. Check the Display lower level records option so that the tasks that are below the selected tasks in the hierarchy are also considered in the search.
▪Use the buttons next to the Tasks field to "Expand" and view the task list, "Check all" the available tasks, and "Clear" what has been checked. ▪Use the buttons next to the User, Position, and Department fields to fill them in with the "Logged user data" or "Clear" the filled in value. |
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3.
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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 displayed tasks are not the desired ones, just repeat the procedure described above until you obtain the desired result. Otherwise, click on Apply to view the records referring to the task types.
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The task types that will be searched for are displayed in the Search panel located on the left side of the main screen, sorted by types: Execution and Tracking.
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