How do I View and Edit Existing Tasks in Personnel Planning?
From Catalyst
Contents
Summary
Once a task has been created in Personnel Planning it is possible to go back in and view/edit/copy/delete etc. The following article explains in detail how this is achieved.
More Information
Go to " Personnel Planning Tasks Outstanding".
- At the "Employee" field, enter the employee whose task you wish to view.
- Enter their Employee Code (usually their initials) or search for them by pressing <Ctrl+F1> and entering their name then clicking [Search].
- This now lists all current tasks for the employee. Note: If no tasks exist, a new task properties screen will pop up by default.
Viewing and Amending a Task
- To view any of the tasks in the list, select the relevant one and press <Enter> or <F5>.
- From here you may, if you wish, alter details about the task
- Enter a "Deadline" date.
- Enter a "Priority". For more information on prioritising tasks see How do I Set a Priority on a Task?.
- Amend the "Task Date".
- Make a task Private.
Deleting a Task
- Find the task to remove and press <F10> or click [Remove].
Viewing a Deleted Task
You may view a deleted task from " Personnel Planning Tasks Outstanding".
- Select the "Employee" then click [Advanced].
- Enter any specific ranges e.g. a customer "Account" or a range of dates.
- In the "Task Status Filter" section at the bottom of the screen click "Filter Mode" and select 'Include'.
- Ensure that the code 'DEL' appears in the "Status Code" field.
- Click [Search] to display all deleted tasks matching the range.
- If you need to resurrect the task you can change the "Status" back to 'ACT' - Active Task.
Copying/Transferring a Task
- To copy an existing task to another user, find the relevant task and press <Shift+F7>.
- In the "Copy To" field, enter the employee to whom you wish to copy the task and press <Enter> or click [Copy].
- To copy the task to all employees, find the relevant task and press <Shift+F7>, then press <F5>.
 | There is a setting on the [Personnel Planning] tab of user records to define whether they "Recieve Messages" that are broadcast to all. If you have technicians or general employee codes for admin purposes you may not need them to receive such messages if they do not ever actually log in to Platinum. |
- To transfer a task to another employee, move to the relevant task and press <F7>.
- In the "Transfer To" field, enter the employees initials for whom you want to transfer the task to and press <Enter> or click [Transfer].
See also
- How do I make a Private Task?
- How do I Set a Priority on a Task?
- How do I Set a Deadline on a Task?
- How do I Set up Task Types?
- How do I Set up a Task Status?
- How do I Record a Contact Against a Customer/Supplier?
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