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 the tasks generated in SE Form for selection. Select, then, the tasks that will be viewed. Use the buttons next to this field to Expand and view all the list of tasks, Check all the tasks available and Clear the markups performed.

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

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

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

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. In case the displayed tasks are not the desired ones, just change the information entered and repeat the procedure described above until the desired result is displayed.

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 are selected will be displayed in the Search filters panel, inside the Task type filter.

4.

When clicking in a task of the Search filters panel, on the main screen will display the pending records of that task.