Task List View

The Tasks list view allows Technicians to track and manage all the tasks at one place. You can also view the service requests and project-related tasks with a "Not Started" status.

In the task list view, you get to see all the requests associated with you in the system. It is a central hub for a Technician, where you can find a Task and act upon it.

The page provides the following features:

1. Filter: You can filter the tasks list by clicking the desired option. For example: If ‘All Open Tasks’ is selected, the grid displays all the tasks with open status.
2. Search: You can look for a specific task by searching them. The search is a faceted search and allows you to find with specific criteria. You can find more details in the search section.
3. Create Task: You can create a task.
4. Refresh: You can refresh the task list. This is useful when multiple people are working on the task and contents are updated frequently.
5. Column Selection: The column selection icon allows you to personalize the columns of the list page. When you change the columns of the list page, the changes do not affect other people.
6. Kanban View/List View: You can toggle between the kanban view and list view.
7. Export: You can export the task list in CSV and Excel format.
8. Download: You can download the task list in CSV and Excel format. Moreover, the Excel file can be made password-protected.
9. More Options: You can click and select the below option:
   • Auto Refresh Interval: Apart from the manual refresh, you can set the time interval, after which the Technician Portal page will get refreshed automatically. Thus, you don't need to click the refresh button repeatedly. It applies to the Request, Problem, Change, Release, Asset (Hardware, Software, Non-IT, Consumable), and My Task modules. Once selected, set the time interval after which the page will get refreshed everytime, and click Update. The timer will be visible on the screen.

10. Grid: You can view the details of the tasks. Also, you can change certain details from here.
11. View Details Page: You can click the Subject to view the Task Details page.
12. View Details Page in a new Tab: You can click the arrow icon next to the Subject to view the details page in a new tab.
13. View the Reference details: You can click the ID of the reference which is associated to the task to view its details. Example: If any problem or request is associated with the task, its ID will be displayed here. Clicking on the reference ID will display its details.

When an Incident, Service Request, Problem, Change, Release, or Project is archived, any related tasks will be displayed as read-only.

14. Edit: You can edit the details of the task.
15. View Task: You can view as well as update the details of the task by clicking on the eye icon.
16. Delete: You can delete the required task if not needed anymore.

Kanban View/List View

You can view the task details either in Kanban or List view. The default view is List View. To view in Kanban mode, click the Kanban View icon on the top-right corner, and the list appears as shown below. The task list appears based on their status.

• You can also view the details of a particular task by clicking on it and a popup appears. Here, you can make the required changes. For more details, you can refer to the Task Details Page. To close the popup, click Done at the bottom-right corner.

• In this view, you can select the statuses to be available on the screen using the Kanban Column Selection icon as shown below.

Export Tasks

To export the task list locally in the form of CSV or Excel,

1. Click on the Export icon and a popup appears.
2. Select the Format as CSV or Excel.
3. If Excel is selected, you can enable the Password Protected option to secure the file. If enabled enter the Attachment Password. If not provided, the common password set from Edit User Profile page will be used.

4. Select the desired fields to be exported.
5. Click Export and an email is sent to the Administrator's email address with the link to download the list in the selected format.

View Tasks

To view the task details either click on the subject or on the eye icon in the Actions column. The Task details popup appears. Here, you can view as well as update the task details.

The popup displays the following five tabs:

• Details: You can view the details of the task along with the associated references.
• Comments: You can add comments to the task.
• Work Log: You can add work log to the task.
• Check List: You can add the required check lists to the task.
• Audit Trail: You can view the trail of the activities related to the task.