Tasks

Tasks in IFS Cloud serve as reminders for yourself or your colleagues regarding various actions to be taken. You can create tasks manually through Event Actions or have them generated by an external workflow engine. To understand more about Event Actions, refer to the Technical Documentation.

A task can be created to notify about one or multiple actions within IFS Cloud Web. To see the actions that need attention, click on the task tile or explore additional actions.

Access My Tasks

Three my tasks image

In order to view your tasks use the following steps:

First, click the Notifications icon on the navigation bar.

Notification Icon

Next, click the Three dot menu.

3 Dot Menu

Click on Tasks.

Open the Navigator Menu.
Type Tasks in the Find Page section.
Click on My Administration, My Tasks tile.

Properties of a Task Tile

Upon entering the My Tasks Page, you can switch the view of the My Tasks list to Card View through the View Mode option. For detailed instructions on altering table views, refer to the Working With Tables: Card View section.

In Card View mode, you can effortlessly access all the options linked with a task. The size of the Task Tile may vary based on your screen size, and any additional options displayed in the Task Tile will be consolidated into a three-dot button if it cannot be shown.

task linked

task without linked

Task Tile

Component	Name	Description
A	Favorites	Add the Task to your favorites list.
B	Details about the Task	This section shows all the details associated with the task such as: Task Assigner: Person who assigned the Task. Priority: Priority level of the task. Received: Date you received the task. Due By: Task due date. Flag: Assigned flag for the task. Read: Marked as Read / Unread. Type: Type of the task (Types are defined by the admin). Notes: Information related to task.
C	Navigate to Page.	When you create a task from an IFS Cloud Web Page, you'll notice an icon on the task tile. Clicking this icon will take you directly to the page where you created the task.
D	Edit Task.	Clicking the Edit Task button will open up the Task slide out menu for you to edit the task. Modify the title of the task by adding a new title for the Task. Change the task assignee by selecting an assignee from the Assignee drop down menu. Modify the priority level of the task by selecting a priority level from the Priority drop down menu. Modify the task note by adding a note in the Notes section. Modify the task due date and time by selecting a date and time from date picker & time picker. Modify the assigned task flag by selecting a flag type from the Flag drop down menu.
E	Reassign Task.	Clicking the Reassign button will open up the Reassign slide out menu for you to reassign the task to another user. Change the task assignee by selecting an assignee from the Assignee drop down menu. Modify the title of the task by adding a new title for the Task. Modify the priority level of the task by selecting a priority level from the Priority drop down menu. Modify the task note by adding a note in the Notes section. Note: Once you reassign a task, it will be removed from your my task list and appear on sent task list.
F	Complete Task	Click this button to mark the task as completed :
G	Set Priority	Modify the priority level of the task by selecting a priority level from the Priority drop down menu. There are four priority levels to select from: High Low Normal Null
H	Flag	Modify the assigned task flag by selecting a flag type from the Flag drop down menu. There are five types of flags to select from: Red Blue Yellow Green Clear Flag - Remove the assigned flag
I	Mark as Read	Use this option to mark the task that is assigned to you as Read.
J	Three Dot Menu	When you access IFS Cloud Web from various devices with different screen sizes or resize your browser window, commands that don't fit within your current screen size will be grouped into a three-dot menu.

Create Task

You can create a new task from My Tasks Page or any IFS Cloud Web Records page by following the steps below:

Create a Task from My Tasks Page

Create a Task from a IFS Cloud Web Page

View Task

You can view all the tasks assigned to you and all the tasks assigned by you, via My Tasks page.

Label	Description
A	Add a new title for the task by adding content to Title section.
B	Add an assignee to the task by selecting a user from the Assignee drop down menu.
C	Assign a priority to the task by selecting a priority level from the Priority drop down menu.
D	Assign a flag to the task by selecting a flag from the Flag drop down menu.
E	Assign a due date and time for the task by selecting a date and time from date picker & time picker.
F	Add a note for the task by adding content in the Notes section.