Tasks Page

The Tasks page lists tasks defined by routes, Work Breakdown Structures, and action tasks created specifically for objects.

If you belong to a group that is assigned a task in a route, that task does not show in this list until you accept the task for the group.

Required access roles: All

To access this page, use one of these methods:

  1. In the navigation pane, click Tasks.

Or:

  1. Make Engineering BOM Management or Configured BOM as the active app.
  2. In the navigation pane, click My Engineering View.
  3. From the filter, select Tasks.

This topic describes:

This page discusses:

See Also
In Other Guides
Types of Tasks
Page Toolbar Icons

Columns

Column Name Description
Name The task name. To get more information about a task, click its Name. If you listed Tasks to be Accepted and want to accept a task, click the Name of the task. See Route Task Properties.
Complete Click to edit the task. See Defining the Tasks in a Route.
The icons in the status column show whether the task is on time or late. Status icons have special meaning depending on the kind of task.
  • For Route tasks, a green arrow means that the task is on time. It is either not yet due or was completed before the due date. A red square means that the task was not completed in time for the due date. Pending tasks and tasks that have no assigned due date have no icon.
  • For WBS tasks, a green arrow means that the task is complete. Yellow means that the task is not complete and the current date is up to 5 days later than the task's estimated finish date. Red means that the task is not complete and the current date is more than 5 days behind the schedule. No icon indicates the task is not late.
Title A descriptive name for the task.
Type The task type, which is displayed from the task object. Task types derive from routes, or projects.
Maturity State The current state for this task, for example, To Do or Completed.
Approval Status For tasks with an action of Approval, this column shows one of these statuses: Awaiting Approval, Approved, Rejected, Abstained, Awaiting Review, or Route Stopped.

For tasks with an action of Comment, this column shows one of these statuses: Awaiting Comments, Awaiting Review, or Route Stopped.

For tasks with an action of Notify, this column is either blank or shows Notification Sent.
Instructions Any instructions the task creator wrote for you. Only shows in the list of all tasks, not in the list of tasks for a specific route.
Due Date The date by which you must complete the task. If a task is overdue, its Status is Red or Yellow, as described in the Status field above.
Context The related object for this task. For route tasks, this is the connected Route object, and for WBS tasks this is the project object.

This can also be a supplier Part Quality Plan (PQP). To get more information about the context object, click its name.

The number of attachments for the task. All versions of files checked into the context object are counted.
Scope Shows the Bookmark connected to the task. If the task is created from an app other than Collaboration and Approvals, there will be no Bookmark.
Click to view the Properties page for the task in a separate window.

Filters

Click to filter the list of tasks:

Filter Option Description
Complete All tasks completed.
Active All tasks not yet completed.
All Tasks All tasks you are a member of.
Tasks to be Accepted Tasks assigned to a group or access role you are a member of.

Actions/Toolbar Commands

Only the person who is assigned the task (the task owner) can access these actions. Users with the Leader or Owner access roles cannot access these actions.

Action Description For More Information
Complete Marks the selected route tasks as complete, click OK to confirm. --
Reject Rejects selected route tasks, click OK to confirm. You cannot reject WBS tasks. If you try to reject WBS tasks, an error message displays. --
Mass Approval Approves multiple tasks.

Your Business Administrator can configure the app so that you must individually approve tasks and this action is not available.

Approving Multiple Tasks Page