Accessing & Understanding Collection Task Screen
Follow the given procedure to access the Collection Task screen:
After opening the application click on
to gain access to the Collection Files tool-bar. This tool-bar opens at the top right-hand portion of the screen.
On this tool-bar click on
button. The Collection Task screen will appear.
Select a Collection from the Select Collection drop-down list in the left hand panel.
Click Collection Tasks under Collections main-menu. The Task List screen appears. Four types of tasks lists are available in this module.
Owned Tasks: The list of Owned Tasks display the list of tasks created by him/her.
Assigned Tasks: The list of Assigned Tasks display the list of tasks assigned to him/her.
All Tasks: The list of All Tasks display the list of all the tasks irrespective of owned or assigned one.
Drafts: The list of Drafts display the list of tasks which are not yet complete, so are saved as drafts.
Screenshot displaying a Collection Tasks screen along with explanation is given below:
Following operations can be performed from the Collection Task screen:
Click on (Add button) to create a new task
Click on
(Refresh button) to update
Option to search specific tasks according to task status
Click on
button to change task status
Click on
button to export task details
Click on
button to delete individual tasks
Note: All the operations given above are explained separately in different help files.