Navigation: View >

To-do tasks

Location: View To-do tasks

Overview:

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

It is important to point out that tasks cannot be executed in this menu. To execute them, the user must access the My tasks menu.

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

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

3.After that, click on the Search button and the result will be displayed in the list of records at the bottom of the panel. If the tasks displayed are not the desired tasks, the user should repeat the procedure described above until the desired result is achieved. Otherwise, click on the Apply button to search the records related to the task types in question.

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