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Mobius User Guide |
Published Date: July 13, 2017
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03 Tasks and Notifications |
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Manage a Task
Add a Comment
Allows a user to insert an additional comment into the Task.
Anchor Point: Task Home Page, My Tasks or Work Queue
- Select Add a Comment from the Action Menu.
- Enter Comments to a maximum of 200 characters.
- Select Save.
Add to My Tasks
Assigns the Task to the user.
Anchor Point: Work Queue or Task Home Page
- Select Add to My Tasks from the Action Menu.
- Enter comment (if applicable).
- Select Save or Save & View.
Update Time Worked
Not used at this time.
Edit Priority
Changes the priority of the Task.
Anchor Point: Task Home Page or My Tasks
- Select Edit Priority from the Action Menu.
- Enter the new priority level.
- Select Save.
Edit a Deadline
Changes the deadline of the Tasks.
Anchor Point: Task Home Page or My Tasks
- Select Change Deadline from the Action Menu.
- Enter the new deadline date and time.
- Select Save.
Make Available
The Task becomes available to previous assignee(s).
Anchor Point: Task Home Page or My Tasks
- Select Make Available from the Action MEnu.
- Enter comment (if applicable).
- Select Save.
Forward a Task
Sends the Task to another user, Work Queue, etc.
Anchor Point: Task Home Page or My Tasks
- Select Forward from the Action Menu.
- Complete the Forward to field and enter a comment (if applicable).
- Select Save.
Reallocate
Used to send a task back to a Work Queue.
Anchor Point: Task Home Page or My Tasks
- Select Reallocate from the Action Menu.
- Enter comment (if applicable).
- Select Save.
Defer
Not used at this time.
Restart
Not used at this time.
Close a Task
End dates the task and removes it from the user's My Tasks list. The Task must be added to My Tasks before it can be closed.
Anchor Point: Task Home Page or My Tasks
- Select Close from the Action Menu.
- Select Yes to confirm.
Note
Close all completed tasks.
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