“Tasks” Menu Item

The “Tasks” menu item lists all notes (see 8 “NOTES“ Tab) that have been assigned the status “Task.” To provide a comprehensive overview, all the listed tasks can be sorted and filtered by different criteria. Tasks can also be given due dates and assigned to specific users. All tasks can also be exported.

Side Menu > “Tasks” Menu Item
Side Menu > “Tasks” Menu Item

Designation

Description

Changed on

Sorts the listed tasks by creation date.

Author

Sorts the listed tasks by author.

Assigned

Sorts the listed tasks by the assigned agent.
The agent can be selected from the “Assign task” drop-down menu.

Due date

Sorts the listed tasks by due date.
The due date can be selected from the “Calendar” drop-down menu.

Completed

Sorts the listed tasks by the “Completed” status.
The “Completed” status can be selected with the corresponding checkbox.