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To-do tasks

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Location: View To-do tasks

 

Overview:

Through this menu, it is possible to track the pending tasks of any SE Project user. This menu allows leaders, for instance, to verify whether their subordinates are executing their tasks within the established deadlines.

 

It is important to note that in this menu, tasks cannot be executed. To execute them, access My tasks menu.

 

1.

In the "Task type" filter, click on the Select task type button.

 

2.

Use the search filters on the upper part of the panel that will be displayed to locate the task types that will be viewed. Enter in the respective fields, the desired to-do tasks, the User, Position or Department responsible for their execution. Check the Display lower level records option so that the departments/positions that are below in the hierarchy of the selected department/position are also considered in the search.

 

3.

Once done, 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 the desired result is obtained. If not, click on the Apply button to search the records for the task types in question.

 

The task types that will be searched are displayed in the Search Panel, located on the left side of the main screen, separated by types: Execution and Tracking.