To-do tasks

1.

In the Task type filter, located by default in the Search filters panel, click on the Select task type button and fill out the following fields:

▪To-do tasks: This field displays, for selection, the tasks generated in SE Workflow. Select, then, the tasks that will be viewed. Use the buttons located on the side of this field to Expand and view the list of tasks, Check all the available tasks and Clear the markups performed.

▪User: Select the name of the user responsible for the task you wish to view. Use the fields next to this field to select and specific user, fill in the field with your user or clear the field.

▪Position: Select the position of the user responsible for the task you wish to view. Use the fields next to this field to select a specific position, fill in the field with your position or clear the field.

▪Department: Select the department responsible for the task you wish to view. Use the fields next to this field to select a specific department, fill in the field with your department or clear the field.

▪Display lower level records: Select this fields to also search the records in the hierarchical levels below the selected type in the search.

2.

Then, click on the SEARCH button of the Task type filter. At this point, the Task type filter will display the tasks selected before. If the tasks presented are not desired ones, simply change the information that has been filled out and repeat the procedure described previously until the desired result is obtained.

3.

By default, all the tasks will be checked. Keep the desired tasks checked and then click on the Apply button. At this point, the tasks that was selected will be displayed in the Search filters panel, inside the Task type filter.

4.

When you click on as task in the Search filters panel, the main screen displays the pending records of that task.