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, Comment, Link, Edit, Delete

Complete

Accept (Displayed only to Approver), Reject (Displayed only to Approver), Reopen, Comment, Link, Edit, Delete

Accepted, Rejected

Reassign, Comment, Edit, Delete

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 selected Assignee. Save button apply the changes. Task will be reopened in the In Progress stage.

  Comment:  A comment form is opened inline in the list. Form contains a text box with formatting tools used to add new comments. Below the text box are all existing comments displayed. Functions are similar to comment section of Ticket Detail, see section Ticket Comments. Note that this is a simplified comment function and some of the comment features are not available in the inline comment, e g direct mail functions, solution-workaround settings, etc.

  Edit:  Used to edit the task details. When you click this button in a Ticket´s Task List, a task form will be displayed inline in the list 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.

  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. The dependent task is also displayed in a tooltip label when you hoover the Link button: