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 Maintenance. Then, select the tasks that will be searched. 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 search. Use the buttons next to this field to select a 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 search. Use the buttons 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 search. Use the buttons 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 consider the records in the hierarchical levels below the selected type in the search.

2.

After that, click on the SEARCH button of the Task type filter. At this point, in the Task type filter, the previously selected tasks will be displayed. In case the displayed tasks are not the desired ones, simply change the information that has been entered and repeat the procedure above until the desired result is obtained.

3.

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

4.

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