Tracking My Tasks

 

ManageEngine SupportCenter Plus provides you with the option of tracking your tasks for everyday. The tasks that you add to the My Tasks list act as substitute for your sticky notes or post-it notes which you would use to remember your tasks for the day.

 

To add new tasks to your task list

  1. Log in to the SupportCenter Plus application using your user name and password.

  2. Click Add New at the left bottom of the My Tasks note or New Task link just below the header tabs. A new task form is opened. In the add new task form, the date field is set to the today's date and the time is set by default as 00:00 AM. Change the date and time settings.
    My Tasks note

  3. To change the date, click the calender iconbeside the date field and choose the date of your choice.

  4. From the time combo box, choose the time at which the task is scheduled. The values in the combo box are available in a gap of 30 min time interval.

  5. Enter the Task Summary.

  6. Click Add. The new task is added and is listed along with the already existing tasks in the ascending order based on date and time.

When you have completed the task, you can just strike out the task to indicate that it is completed by selecting the check box beside the task summary. Alternatively,

  1. Click the hyperlinked task summary. An edit task form is opened.
  2. In the Task State field, select Completed.
  3. Click Edit. The task is struck through to indicate that it is completed.

You can also change the task state by executing the following steps:

  1. Click Show all at the bottom right of the My Tasks note. The All Reminders window opens.
    All Reminders window
  2. Select the check boxes beside the Task Date of the tasks for which you wish to change the state.
  3. From Change Task State To: combo box, select Completed.
  4. Click Change. The task state is changed in the All Reminders window. To view the changes in the SupportCenter Plus home page, refresh the page.
  5. Click Close in the All Reminders window.

You can delete a task by clicking the delete icon beside the task. Alternatively,

  1. Click the hyperlinked task summary. An edit task form is opened.
  2. Click the Delete this Task link available at the top left corner of the window.

You can also delete the tasks by following these steps:

  1. Click Show all at the bottom right of the My Tasks note. All Reminders window opens.
  2. Select the check boxes beside the Task Date of the tasks for which you wish to change the state.
  3. Click Delete. The task is deleted from the All Reminders window. To view the changes in the SupportCenter Plus home page, refresh the page.
  4. Click Close in the All Reminders window.

The advantage of moving the task to completed state instead of deleting it completely is that, you can revert the state of the task to Open again and edit its attributes. But once you delete the task, it is completely removed from the application and cannot be retrieved.

 

Note: The My Tasks option is available for contacts accessing SupportCenter Plus through Self-Service Portal also and is dependent on the access privilages provided by the SupportCenter administrator.



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