Task Actions

Various Action buttons are available for each task due to the Stage of the task (except Link and Delete actions).

Stage

Actions

New, In Progress, Overdue

Reassign, Edit

Complete

Accept (Displayed only to Approver), Reject (Displayed only to Approver), Reopen

Accepted, Rejected

Reopen , Edit

Following actions are available:

  Reassign: This action displays a dropdown lists inline the grid for selecting Assignee and Stage. Save button apply the changes.

  Reopen: A dropdown list in grid is displayed for selecting Assignee. Save button apply the changes. Task will be reopened in the InProgress stage.

  Edit: Used to edit the task details. When you click this button in a Ticket´s Task List, task form will be displayed inline in the grid enabling you to edit and update the task details. If you click Edit button in a View or Dashboard Task List the Task Detail form is opened. Task Detail form is opened also if you click somewhere else on Task row.

  Complete: The task is completed and is waiting for Accept or Reject.

  Accept: Approver select this action to accept the task.

  Reject: Approver select this button to reject the task. You need to enter a reason for rejection. The reason will be posted as a Public comment to the task.

  Delete: This action deletes the task. A popup with a confirmation question is displayed before the deletion is performed.

  Link: If this action is available the task has dependencies to other tasks. A Dependent Task List will be displayed, the list contains task needed to be completed before this task.