Start and update a task

The Tasks list lets you give yourself or others an informal reminder about preparing the item for release. Whether you want to confirm a design parameter or call your supplier, you can enter the task and update it.

Tasks are requests or reminders, not requirements. Incomplete tasks do not prevent an item from being released. After release, the task is no longer relevant and is locked at its current status.

Starting a task assigned to a Person §

To start a new task, the item window must be unlocked:

1. Open the Collection Explorer.
2. Open the Persons collection or enter the person's name into the Filter… box.
3. Select the person, and drag the record onto an empty area of the Tasks list.
4. Enter the Assigned to, Due date, Status, Priority, Task Reason and Task description values.
5. Save the item. An email notice is sent to the person person the task is assigned to.

The task is shown in the assigned person's Item Explorer Tasks list.

Starting a task assigned to a Group §

To start a new task, the item window must be unlocked:

1. Open the Collection Explorer.
2. Open the Groups collection or enter the group's name into the Filter… box.
3. Select the group, and drag the record onto an empty area of the Tasks list.
4. Enter the Assigned to, Due date, Status, Priority, Task Reason and Task description values.
5. Save the item. An email notice is sent to all persons in the assigned to group.

The task is shown in the assigned person's Item Explorer Tasks list.

Changing and ending a task §

You can edit a task while the item is not released.

To end a task, the item window must be unlocked:

1. Enter the final Status as Completed, Deferred, or Canceled.

2. Save the item. An email notice is sent to the person who assigned the task.

The task is removed from the Item Explorer Tasks list when:

• The status is Completed, Deferred to a later time, or Canceled; or,
• The item is released.

Related topics

• Tasks (item)
• Item Explorer: Tasks

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