Project Tasks

The Project Tasks app allows administrators to review tasks assigned to users in a project. From the app, administrators can see a list of open tasks in a project, view the task source record, delegate that task to another user, and review the history of that task.

TABLE OF CONTENTS

• View the task source record
• Delegate a task
• View task history

View the task source record

To view the source record of a task, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.
2. Navigate to Apps > Administration > Project Tasks.
3. From the log view, select the task to open the detail view.
4. Select View Source Record.

   

5. The source record opens. Depending on your permissions, you may be able to act on the open source record from this view.
6. To close the source record, click the Close icon .

   

Delegate a task

The Project Tasks app allows you as an administrator to delegate tasks received by a user in your domain to other users in your domain.

Note that tasks that have already been delegated cannot be "re-delegated" from the Project Tasks app. To modify the recipient of a delegated task, you can either have the task originator recall the task and resend it, or have the person the task is currently delegated to delegate it to someone else.

To delegate a task from the Project Tasks app, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.
2. Navigate to Apps > Administration > Project Tasks.
3. From the log view, select the task to be delegated to open the detail view.
4. Select Delegate from the action bar. The Delegate Task window opens.

   

5. Complete the fields on the Delegate Task window.
   • Select the user to delegate the task to.
   • Select Notify Orginator to send a message to the user who originally created or submitted the task.
   • Enter text in the Message field to be added to the message sent to the task originator. 
6. Click Submit when you are done. 

View task history

To view the history of a task, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.
2. Navigate to Apps > Administration > Project Tasks.
3. From the log view, select the task to open the detail view.
4. Select History. The history page opens.
5. To close the history page, click the Close icon .