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To-do tasks

Location: View To-do tasks

Overview:

Through this operation, it is possible to track the pending records of any user in SE Asset. 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, it is necessary to access the My tasks menu.

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 Asset. Select, then, the tasks you wish to search. 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, 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.By clicking on a task of the Search filters panel, the system will display the pending records of the specific task on the main screen.

The types of tasks that will be searched are displayed in the Search filter panel, on the left side of the main screen, separated by their types: Execution and Tracking.