How do I Set up a Task Status?

From Catalyst
Revision as of 12:45, 11 October 2021 by Katy Kitchen (talk | contribs)
Jump to: navigation, search

Summary

The following article explains how to create or edit task statuses in Personnel Planning - Tasks Outstanding.

More Information

Go to " Personnel Planning Tasks Outstanding".

  • Either click [Add] or press <F6> to create a new task or highlight an existing task and click [Edit] or press <F5> to edit a task.
  • Move the cursor to the "Status" field and press <Ctrl+F1> to bring up the Task Status Search window.
  • Press <F6> to create a new status.
    • To edit an existing status click [Search] and [Edit] on the code to amend.
  • Enter the code in the "Task Status" field e.g. 'ACT' for Active Tasks.
  • Enter a suitable description in the "Description" field for your "Status" e.g. 'Active Task'.
  • You may also amend the "Text" and "Background" colour for this status if you wish although take care not to clash with colour settings for a Task Type.
  • Click [Done] and [Accept].

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
task, type, personnel, planning, tasks, outstanding, status
Tags

PP01

Tags

GR84, PP01