Guides Page

The Guides page lists all existing Task Management guides. Each guide is made up of user-created tasks and task groups. These tasks will then be listed as tasks to complete on the My Tasks page for the assigned locations.

From the Guides page, users can perform the following actions:

Security

Task Management permissions are found in the permission tree as follows:

Administration
- Task Management
  - Guides
    - View Guides
    - Edit Guides
    - Create Guides
    - Create/Edit/Delete Task Tags
    - Manage Request Settings
    - Delete Guides

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Menu

Select Task Management from the left navigation rail.
Select Guides.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Guides Page Fields & Buttons

	Field/Button	Description
1	Table Functions	This page features the following table functions: - Search for specific keywords. - Save/edit Table Views. - Select which columns to show or hide on the grid. - Filter column information - Edit Row Height to be smaller or larger. This function is accessible from the menu. - Export the table to a .csv file. This function is accessible from the menu. - Refresh. This function is accessible from the menu. Learn more about working with grids here.
2	Checkbox	Selects a guide. Clicking one checkbox will open the edit options, including the options to delete or duplicate the guide. Selecting multiple guides will enable the bulk edit function, which allows users to delete more than one guide at a time.
3	Name	The name of the guide. Guide names can be changed or edited in-grid by clicking the field. Users will only be able to see guides that are assigned to locations they have access to, as well as guides with no location assignment.
4	Tasks	The number of tasks on the specific guide.
5	Locations	The list of locations that this guide has been assigned to. Locations can be added or removed in-grid by clicking this field, then selecting or deselecting them.
6	Created On	The date and time that the guide was created.
7	Created By	The user that created the guide.
8	Guide Menu	Edit Guide - Click to open the guide to make edits or changes. Delete Guide - Click to delete the selected guide. This will remove the guide from the list. Duplicate Guide - Click to duplicate this guide. This will create a copy of the guide.
9	Task Management Settings	Click to open the Task Management Settings sidesheet. From the settings, users can manage availability request tasks and tags.
10	+Add Guide	Click the +Add Guide button to create a new guide.