Task
    • 06 Jun 2022
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    Task

    • PDF

    Article Summary

    Here you can view a list of all your tasks. Click on any task to view details for that task.
    TaskListfilesTaskList.png
    For general instructions for using list pages in SysAid, please go here.

    Creating and modifying tasks

    Click image.png to create a new task. Click on the row of an existing task to edit it. For more information about creating and editing tasks, please go here.

    List Actions

    There are a number of actions you can perform on your list using the actions list. To open the actions list, select one or more list entries using the check boxes at the left end of each row. This opens the actions list:

    ListfilesBasicListActionsNEW2.jpg

    Delete Delete the selected tasks.
    Export Selected to PDF
    Click HelpDeskfiles3Dots26.png and select this option to export the selected tasks to .pdf. You can then easily print them.
    Export Selected to Excel
    Click HelpDeskfiles3Dots27.png and select this option to export the selected tasks to .csv. You can then print them, or use the data for further calculations.

    Viewing a Gantt of your tasks
    Sometimes it's helpful to see a visual representation of your tasks and the order in which they occur. You can view such a chart by clicking HelpDeskfiles3Dots28.png and then clicking View Gantt.The Gantt chart shows you all tasks in the task list in chronological order, sorted by task category. Only tasks that are visible with your current filters appear in the Gantt. For example, you could filter the list by user to show only tasks you're involved with, then view the Gantt chart to see which tasks you have open and when they are due.

    Gantt showing all tasks that are part of Replace FS01 the project (based upon screenshot above)

    TaskListfilesTaskGanttTaskGantt.jpg

    Predefined list view

    The SysAid Task list includes one predefined view: Combined . This view determines which fields are shown for each task when clicking on the SharedimagesExpandlisticonExpandlisticon3.jpg icon next to a project on the Project list.


    What's Next