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The task list displays any tasks that match the filters set above the list. For each task, the following details are shown:
- Conpleted – Completed – The tickbox indicates whether the task has been completed or not. Select this box to tick it. Completed tasks will also be marked with a strikethrough across the task details.
- Description
- Due Date – The date will be flagged if the task is Overdue.
- Regarding – Select the record title to go to the corresponding record summary page.
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- Description Search
- Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
- Date Range – Here various preset ranges relative to the current date will be available. You can also set your own custom date range.
- Include Done – Here you can use the tickbox to specify whether or not to include tasks that have been marked as completed.
Exporting the List
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
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- Description
- Due date
- Regarding – Selecting Select will open a window where you can search for Learners, Applicants, Organisations, Officers, Vacancies, Vacancy Applications or Opportunities and select the
icon to add them. Once you have finished in the list, select Done to add the records to the field. Each record will have a 
icon, which you can select to remove them.
Once you have entered the necessary details, select Save to continue.
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- Edit – Selecting ... > Edit by a task in the list will open the Edit Task window, where you can edit the Description, Due Date, and Regarding fields.
- Duplicate – Selecting ... > Duplicate by a task in the list will open a new Create Task window with the details from the current task copied over.
- Log Email – Selecting ... > Log Email by a task in the list will open a New Email window where you can log a new email.
- Log Call – Selecting ... > Log Call by a task in the list will open a New Call window where you can log a new call.
- Snooze – Selecting ... > Snooze by a task in the list will give you the option of resetting the Due Date to tomorrow.
- Delete – Selecting ... > Delete by a task in the list will remove the task. You will be prompted to confirm before the task is deleted.
