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To-do tasks

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Location: View arrowrgray Tasks

 

Overview:

Through this menu, it is possible to track pending tasks of any SE Training 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 tasks cannot be executed in this menu. To execute them, the user should access My tasks menu.

 

1.

In the "Task type" filter, click on the Select a 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 searched for. Enter in the respective fields, the desired tasks, the User, Position or Department that is responsible for its 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 view.

 

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 displayed tasks are not the desired ones, just repeat the procedure described above until you obtain the desired result. Otherwise, click on Apply to view the records referred to the task types in question.

 

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.