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Managing Tasks

Once tasks have been added in Event Manager, there are many options available to manage those tasks. You can search and filter your task list to show a specific task or series of tasks, you can edit and delete tasks, and you can export tasks based on the search or filters you have applied.

Searching and Filtering Tasks

Use the Search and Filter options to find or show specific tasks.

Search Bar

From the Search bar you can search, sort, and change the view of your tasks.

 

Search

The Search field allows you to quickly find tasks based on the words used in the Task Name. *Note: Only words used in the task name will register against the search. If you are trying to filter by a specific date or priority, use the Filter Tasks panel.

Sort

The Sort drop down allows you to reorganize the task list by whichever field you select:

  • Name: You can sort A-Z or Z-A by name.
  • Due Date: You can sort by Closest Date First or Furthest Date First for due date.
  • Priority: You can sort by High First or Low First for priority.
  • Event Date: You can sort by Closest Date First or Furthest Date First for event date.

View

There are two options available for the way you view the task list:

  • List View: This is the default view for the task list, and displays detailed information about each task.
  • Calendar View: This shows tasks on a calendar by their due date, and only displays the task name and status.

Filter Tasks Panel

This side panel gives you greater flexibility when searching or displaying certain tasks. You are able to filter by a number of options:

Quick Filters

  • View Tasks assigned to Me: Click this to only show tasks that are assigned to you.
  • View Tasks due in the next 7 days: Click this to only show tasks where the due date is in the next 7 days.

 

Search Term

  • Click Change.
  • Click Add Term and enter a keyword to search by. You can add as many search terms as you need.
  • Click Apply to refine the search results.

 

Status

  • Click Change.
  • Select the checkbox(es) next to the statuses you want to filter by.
  • Click Apply to refine the search results.

 

Event

  • Click Change.
  • Click Add Event.
  • Select the appropriate event(s) from the drop down menu. You can add as many events as you need. *Note: Only events associated with tasks will show in the drop down menu.
  • Click Apply to refine the search results.

 

Location

  • Click Change.
  • Click Add Location.
  • Select the appropriate location from the drop down menu. You can add as many locations as you need.
  • Click Apply to refine the search results.

 

Type

  • Click Change.
  • Click Add Type.
  • Select the appropriate type from the drop down menu. You can add as many types as you need.
  • Click Apply to refine the search results.

 

Assignee

  • Click Change.
  • Click Add Assignee.
  • Select the appropriate assignee from the drop down menu. You can add as many assignees as you need.
  • Click Apply to refine the search results.

 

Due Date

  • Click Change.
  • Enter the Start and End dates.
  • Click Apply to refine the search results.

 

Priority

  • Click Change.
  • Select the checkbox(es) next to the Priorities you want to filter by.
  • Click Apply to refine the search results.

 

 

  • Only show Tasks attached to my events: Automatically filters to only show tasks that are attached to events that you created.

Editing a Task

You are still able to make changes to a Task after it has been added. To edit a task:

  • Click Tasks from the side navigation menu to open the task list.
  • Click Edit next to the Task you want to make changes to.
  • Make all appropriate changes to the task information. You can edit all available fields at any time.
  • There are two Save options available:
    • Click Save to finalize your changes.
    • Click Save & Add to finalize your changes and begin creating a new task.

 

 

Deleting a Task

  • Click Tasks from the side navigation menu to open the task list.
  • Click Delete next to the Task you want to remove.
  • In the pop up window, click Delete to finalize the removal of the task. *Note: This will remove the Task from the task list and from the event (if it is tied to one).

 

Exporting Tasks

  • Click Tasks from the side navigation menu to open the task list.
  • Search and Filter to narrow the list of tasks as desired.
  • Click Export Tasks.
  • Click Go.

 

 

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