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Documentation 8.5

From the top bar different options related to the content and presentation of the task grid can be selected.

 

 

CM0035~1_img14 My Tasks or my Team Tasks  

 

Allows to select the tasks according to its execution responsibility.

 

My Tasks:  To-do list for user execution.

My Team Tasks: This option can be used by those responsible for organizational units or roles to display the tasks that the users under their charge have pending execution. If the organizational unit had other units as dependents, the team tasks only reach those of the users who report directly to the responsible user.

 

 

Portal-Tareas-001

 

 CM0035~1_img10 Number of Tasks

 

Indicates the number of tasks pending execution by the user or their team, either total or from applying a search filter.

 

 

CM0035~1_img18 Totals by Responsibility or Totals by Processes

 

If the "My Tasks" option was previously selected, by pressing this icon the user can access the control panel of totals by responsibility or of totals by process, according to the option selected in the first line of the totals panel.

 

If instead the option "My Team Tasks" was selected only the panel of totals by responsibility will be accessed.

 

If this icon is pressed with the totals panel open, it closes and the task grid is reloaded.

 

The totals panel can be expanded or hidden using the corresponding iconsCM0035~1_img1 or CM0035~1_img4.

 

CM0035~1_img9 Grid Version

 

Allows to change the previous version or go back to the new one.

 

 

iconoReload Update Grid

 

Allows to reload the updated grid, keeping the selected filters.

 

 

CM0035~1_img6 Quick Search

 

Allows to filter tasks by the “Case” and “Description” columns based on the characters entered in the search field.

 

 

CM0035~1_img13 Advanced Search

 

Advanced search enables a line where the search filters can be selected.

 

 

icon-9879853498ggs87bt-435x Download Data

 

It allows downloading to an Excel file the tasks that are displayed in the results grid, either in their entirety or those that result from applying a filter.

 

 

CM0035~1_img19 Columns Display

 

It displays a panel with the names of the grid columns. By means of a check mark, the user can activate or deactivate the display of each column. The set of selected columns is valid until the same user modifies it again.

 

 

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