Task Sheet

1

Mark Complete

This button will be enabled once the necessary task requirements have been completed. Once enabled, users can click this button to mark the task as completed. Once marked as completed, the button will reflect the changes


If necessary, users can mark the task as incomplete by clicking the 'Completed' button 

2

Notifications

The number of notification automations set up for the selected task. Clicking the notification bar will open the the task’s notification settings. From this pop out, users can create task notification automations made up of a trigger and an action.

When the task meets the requirements of the trigger, a notification will be sent to the selected user(s). Learn about setting up task notifications, here.

3

Next/Previous Task

Click the forward or back arrow buttons to navigate to the next or previous task on the task list. 

4

Add Attachment

When applicable, users can add an attachment to the task by clicking the attachment icon from the header. This will open the file window so that users can select a file. Once selected, the file will upload to the task sheet.


Users can upload additional attachments by clicking the attachment iconagain or the add file button . Up to 10 attachments can be added.

Some tasks may require that an attachment be added before the task can be marked as complete. 

1

Task Name

The name given to the task.

2

Task Type and Task Action

The task type of the open task and its task action. Ex. When this is a Yes/No task type, the Yes and No button options will be below the task type. Users may be required to do any of the following:

• Review the task and mark as complete

• Make one or multiple selections

• Enter a value or text

When this task is an action, report, or form task, this section will only display the task type. The Guide Me button, which navigates the user to complete the appropriate task,  will appear below.

3

Location

The location associated with the task. Locations can be changed from the Location selector at the top of the My Tasks page.

4

Requirement

Any additional requirement(s) of the task. If this task is an action, report, or form task, there will be a Guide Me button. Tasks that require attachments will have the +Add Required Attachment button.

• Click Guide Me, which will guide the user through completing a record, running a report, following a shortcut, or completing a request
   

• Click +Add Required Attachment, which will prompt the user to attach a file to complete the task
   

5

Assignee

The user(s) that are assigned to the task. These are the individuals that are responsible for completing the task.

Assignees can be added when creating a task, an open task sheet, or from the My Tasks grid. Read more about task assignments. 

6

Due

The date and time that the task is due.

7

Requirement Description

When the task type is an requires user to click Guide Me, the requirement description will be listed below. This description will tell users what must be done before the task can be marked completed. 

Some Requirement descriptions may have a warning icon beside the description. When this icon appears, it means that the task is an auto-validated task that has had its status manually updated. When an auto-validated task has been manually updated, the auto-validation turns off. It must then be manually marked as complete.

8

Availability

The availability of the task including the date or time the task is unlocked and available to complete, and the date or time that the task will be locked and unable to complete. 

9

Group

The name of the task group that the open task is part of.

10

Tags

Any tags associated with the task will appear here. Read more about tags, here.

11

Description

The written description of the task. These descriptions may give the user more insight on the task.

12

Attachments

If the task management admin has uploaded any attachments to the task, they will be featured here. These attachments may be files related to completing this task, like instructions or relevant photos.