1.       Click on the Tasks Menu/Function button.

2.       Use the Calendar to highlight the period for which you wish to view tasks, e.g. today only, this

week etc.

3.       Use the Date Selection Options in the left hand panel to determine which tasks to display in

the task list.

a.       Due Date Within Selection - if this is selected then the tasks displayed will be

all those that have a Due Date within the selected date range.

b.       Commence Date Within Selection – if this is selected then the tasks displayed

will be all those that have a Commencement date within the selected date range. Note that a Commencement date refers to how the Standard Activity has been set up and accounts for the number of days notice required for the task to be completed. e.g. if a task is due on the 20^th and the Standard Activity has 5 days notice required then the Commencement date will be the 15^th.

c.       Due Date up to Selection End – if this is selected then the tasks displayed will

be all those that have a Due Date on or before the last date selected in the Calendar, including those due before the selected date range.

 

4.       At the top of the List of Tasks area, enter your search criteria in the drop down lists; select the
          Staff, Action Type and Status of Tasks to be displayed, Depending on your role multiple staff