Accessing & Understanding Collection Task Screen
Follow the given procedure to access the Collection Task screen:
After opening the application click on
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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
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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:
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Following operations can be performed from the Collection Task screen:
Click on (Add button) to create a new task
Click on
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(Refresh button) to update Option to search specific tasks according to task status
Click on
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button to change task statusClick on
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button to export task detailsClick on
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button to delete individual tasks
Note: All the operations given above are explained separately in different help files.