|
Location: Execution  Task execution
Prerequisites:
▪Planning/approval of the nonproject task finished
Optional:
Overview:
This menu is used to execute the nonproject tasks planned in the system, by the users and teams responsible for this operation. Note that if in the task data, the "Allow the resources allocated to perform tasks" option has been checked, the resources allocated to the task can also be executed. Tasks will only be available for execution after finishing or approving their planning.
Specific buttons:
|
Click on this button to execute one or more tasks selected in the list of records. See further details about this operation in the Executing a nonproject task section.
|
|
Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
|
|
Click on this button to send a task with 100% performed selected in the list of records, to the next configured step.
|
|
Click on this button to associate the execution of a task with the authenticated user, that is, the task stops being a team responsibility and starts being an exclusive responsibility of the user who took it. This button will only be enabled if the task type has this configuration enabled.
|
|
Click on this button to disassociate the execution of a task from the authenticated user, that is, the task stops being an exclusive responsibility and starts being a team responsibility, allowing any user who belongs to it, to execute it.
|
|
Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the details about the task selected in the list of records in the second quadrant.
|
|
Click on this button to change the main screen layout to two quadrants.
|
▪If the "Release the execution of non-pending tasks?" option is checked in the general parameters, the list of records in this menu will display all the tasks under the responsibility of the logged user to be executed. If this option is NOT checked, the system will only display the pending tasks, i.e., tasks in the execution period. ▪Use the "Search filters" to easily retrieve the desired records based on specific information. Use the View  Project/Nonproject task Task menu to see the detailed description of the filters. ▪After disassociating a user, an execution notification e-mail will be sent to the team. ▪It will not be possible to disassociate a user when there is no team responsible for the execution defined in the task. |
|
