This tab is only visible to users who have an officer record linked in their User Summary.
The Tasks tab in the Applicant Summary lists all Tasks that have been linked to the applicant using the Regarding field. For each task, the following details are shown:
Done? – Ticking this box will mark the task as Done. Completed tasks will be marked with a strikethrough across the task details and remain visible for the rest of the day that they were completed.
Assigned To – Selecting this will take you to the corresponding Officer Summary, unless the task has been assigned to the officer linked to your own user account.
Filtering the Task List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Type – Here you can restrict the list to only tasks Assigned To Me, Created By Me, or both.
Exporting the Task List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Adding a New Task
To add a new task, select the task icon from underneath the applicant’s display image. This will open a window where you can Add a New Task with the applicant linked.
The following actions are available from selecting the … icon by a task: