This part of the application is intended for employees’ tasks planning, monitoring and control.
This module can be started from the top menu ‘Modules’ > ‘Events’.
Quick search
Intended for quick finding of tasks by one search criterion. Quick Tasks search searches through all Tasks in the database. To quickly find any Task or set of Tasks, enter ‘Quick search:’ and press the button . This search will find results by the entered value by any Task field.
For example, to find Tasks of specific date, enter the date ’05/09/2013′ and press the button – all Tasks on this date will be found.
Sets buttons
Intended for quick finding of Tasks by specific defined criteria. As a standard, sets searches for Tasks among these values:
- Inbox – today’s and future Tasks, which do not have assigned Contact, Company, Project or Lead and specific date.
- 3-day period – Tasks that must be done within the next 3 days.
- Delegated – Tasks delegated by the working user.
- Overdue – yesterday’s or older Events without the status ‘Finished’.
- Finished – yesterday’s or older Tasks with the status ‘Finished’.
Filters
Intended for quick finding of Tasks by several search criteria. As a standard, filters search for Tasks in today’s and future Tasks. However, if you choose the Sets button, search will be carried within the selected Set. For example, after selecting the filter value from the field ‘Responsible’, the application will find all responsible person’s tasks in today’s and future tasks. If you choose the Sets button, say, ‘Finished’, and only then add a filter, search will find all responsible person’s tasks from the past tasks with the status ‘Finished’.
Update button
Updates the last search related to Tasks. The button is especially useful if the work is performed in multi-users groups, when one user delegates tasks to another. After pressing the button, new Tasks will appear, which will correspond to the last search criteria.
In this window, you will also be able to use the simple search. Perform the following steps: ‘View’ > ‘Search’. Button combinations for Mac OS: cmd+F, Win OS: ctrl+F.
Note. If you use the simple search, it is possible that you will see Tasks in the Actions sets. These Tasks will be yellow and can not be edited or deleted. If you do not want to see these Tasks in the list any more, on the bottom menu, press the button ‘Show all’. For more information about Actions sets (see page 88).
