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Tasks

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Location: View To-do tasks

 

Overview:

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

 

It is important to point out that the 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 the panel that will be displayed, use the search filters on the upper part to find the task types that will be viewed. 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, of 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 they get the desired result. Otherwise, click on Apply button to view the records referred to the task types.

 

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.