Clicking the “Task Manager” button to the left will open the Task Manager in a popup window where the user with “Can assign Tasks” permissions can Add, Edit and Delete Tasks.
• Clicking the Move Up or Move Down icon will move that Task up or down in the list, allowing the user to arrange the order the Tasks will be displayed.
Clicking
the View Details icon will put that Task in “Details” mode. This
will display details about the Task directly in the list. Clicking the
View Details icon a second time will put the Task back in “Summary” mode.
This icon toggles between the two display modes for a Task.
Clicking
the Edit icon will put that Task in “Edit” mode. This will display
edit fields where the user can edit the details of a Task. The control
icons for all other Tasks will not display while a Task is in “Edit” mode, and
the control icons for the Task in “Edit” mode will change to Accept Changes, and
Discard Changes. Also the [Done], [Reset], and [New Task] buttons will be
disabled while a Task is in “Edit” mode. The user must Accept Changes or
Discard Changes to continue.
Clicking the
Delete icon will prompt the user with “Are you sure you want to delete
the task titled ‘Do that Task’?” If the user selects [OK] the Task will be
deleted. If the user selects [Cancel] the Task will not be deleted.
Once in Edit mode on a specific Task, all other Tasks will be unavailable for editing until changes to the Task selected are discarded or accepted.
Clicking the Accept
Changes icon will accept the changes the user has made to the Task and
return the Task to “Summary” or “Details” mode (whichever mode it was in when
the user clicked the Edit icon).
• Clicking the Discard Changes icon will discard any changes the user made to the Task and return the Task to “Summary” or “Details” mode (whichever mode it was in when the user clicked the Edit icon).
NOTE: You must also click “Save” or “Update” accordingly on the main record, e.g. Issue, Recurring Issue or Quick Pick, you are working in to retain the changes made to the Task or Task Group on the record.