List View Tasks

In the list view, you can display all tasks or only those for the selected user. If you are looking for a specific task, use the Quicksearchtask search in the sidebar.

If you move the mouse over a user shortcut in the list view of the tasks, further information about the respective user is displayed, such as name, email address, telephone number. This also works for other lists such as the property list, address list, etc.

Overview

In order for there to be an entry in the ‘Company’ column, at least one address record must be linked to the task in the task. If several addresses are linked to the task, the entry ‘Company’ is taken from the first data record and displayed in the column.

The display is divided into four tabs: “All tasks”, “without agents”, “my tasks” and “distributed tasks”.

All tasks
Shows you all tasks entered for your user, both tasks for which you are entered as the responsible person and tasks for which you are the editor.
Without agent
Shows you tasks that do not have an agent.
Selected agent
Shows you tasks for which the user selected above is in charge or has been selected as agent.
Distributed Tasks
Shows you tasks that you have distributed to other users.

Filter bar

You can use the filter bar to control which tasks are displayed in the task list.

Task for

Here you can select the tasks by agent and the responsible person.

Task status

Here you can select the tasks according to their status.

Task type

This drop-down menu allows you to search for a specific task type.

To further narrow your search for tasks, combinations of all three selectors are possible.

Behavior of the back button

If you have opened a task in the list view by clicking or using the stylus, you can return to the list view by clicking the Back button . You are back on the previously selected page and the previously selected task is highlighted.

Complete tasks from the list

Various icons are displayed in the list of tasks. Tasks can be completed directly via the check mark without having to open the detail view. For safety, you must confirm this function so that tasks are not completed unintentionally.

Color explanation

The font color and background of the tasks in the list view varies depending on their status. For example, tasks that a user has completed 100% but have not yet been entered as “completed” are displayed in blue font color. The red color of the deadline is already displayed 3 days before the deadline to show the urgency.

Tasks