Tasks

Manage tasks from a single location with the help of easy filtering and editing tools.

Next: Participants

1.Tasks Table

Navigate to the Manage area, Tasks page. The tasks page displays a table of all tasks currently assigned to participants, users and user groups.

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Regarding each task users may view the following details:

  • Status Indicator:  A round status indicator displays which status category the current status of the Task is in.

status_icon-23   Not started

status_icon-24   In Progress

status_icon-27   Suspended

status_icon-25   Complete

status_icon-26   Incomplete

status_icon-28   Ineligible

  • Due Date:  The date by which the task should be completed.  Users may sort by this column by clicking the sort icon next to the column header.
  • Task: The name of the task.
  • Participant name:  The first/last name of the participant whose workflow the task is from.
  • Assigned: To whom the task is assigned, whether Participant, User or User group.
  • Step: The step in which the task resides.
  • Workflow: The workflow in which the task resides.
  • Last Updated:  The date the task was last updated. Users may sort by this column by clicking the sort icon next to the column header.
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2.Search Tasks

Navigate to the Manage area, Tasks page.

To search for a particular task in the tasks table, enter a task name into the Search Tasks box. The table will narrow down to the tasks whose name start with the text entered in the box.

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3.Filter Tasks

Navigate to the Manage area, Tasks page. The + New Filter button provides the ability to filter for certain types of tasks based on selected criteria.

To define a filter:

  1. Click the +New Filter button.

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  1. Filter criteria will expand at the top of the page with the Tasks table appearing below.

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  1. Select the criteria to be used for filtering by clicking the + next to one or multiple of the following:
  • Campaigns:  The name of the campaign in which the task resides. All available campaigns will be listed, or users may type into the Campaigns search field provided at the top of the list.
  • Workflows: The name of the workflow in which the task resides. All available workflows will be listed, or users may type into the Workflows search field provided at the top of the list.
  • Steps: The name of the step in which the task resides. All available steps will be listed, or users may type into the steps search field provided at the top of the list.
  • Tasks: The specific task name of interest.  All available tasks will be listed, or users may type into the tasks search field provided at the top of the list.
  • Assigned To: This will be either user to which the task is assigned, or “Participants”.  In regards to users, all available users will be listed, or users may type into the users search field provided at the top of the list.
  • Sites: The tasks associated to a particular site or sites.  All available sites will be listed, or users may type into the sites search field provided at the top of the list.
  • Status Category: The tasks that currently have certain statuses.  All status categories will be listed, or users may type into the status category search field provided at the top of the list.
  • Status Reasons:  The reason provided for the status of a task.  All defined reasons will be listed, or users may type into the status reason search field provided at the top of the list.
  • Due Date: The Due Date of the task.  From the dropdown users may select one of the following:
    • Custom:  Allows for entry of a date range into the two date fields.
    • Today: Selects the current day.
    • Tomorrow: Selects tomorrow’s date.
    • This week: Selects a seven day date range starting with today’s date.
    • This month: Selects the current month, e.g. if this is selected on October 17, 2017, “this month” will be from October 1, 2017 until October 31, 2017.
  • Last Updated: From the dropdown users may select one of the following:
    • Custom:  Allows for entry of a date range into the two date fields.
    • Today: Selects the current day.
    • Yesterday: Selects yesterday’s date.
    • This week: Selects a seven day date range starting with today’s date.
    • This month: Selects the current month, e.g. if this is selected on October 17, 2017, “this month” will be from October 1, 2017 until October 31, 2017.
  1. When a criterion is selected, a dropdown appears in which text may be entered to search for the desired criterion, or the criterion can be selected from the visible list in the dropdown.

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  1. Once a criterion is selected, it will appear highlighted in blue, and can be removed as a criterion by clicking the x next to the criterion.
  1. Multiple criteria may be selected within the same filter.
  1. Any selected criteria may be cleared by clicking the Reset link.
  1. To apply the filter based on the selected criteria click the Apply button.

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  1. The Filter section will collapse, an Unsaved Filter will be listed in the filter drop down, and the Tasks table appearing below the filter criteria will now be filtered based on the selected criteria.
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3.1.View Filter Criteria

Once a filter has been applied, the criteria used to define the filter is collapsed and are no longer shown and an Unsaved Filter is displayed in the Filter drop down menu. To view the criteria that were used to define the filter, click the double-arrowed expand icon next to the Filters dropdown.

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3.2.Save Filter

Applying a filter to a table creates an Unsaved FilterUnsaved Filters are temporary filters that will be lost as soon as any changes are made to the filter or a new filter is applied.  Users can save filters that they use frequently in order to ease the burden of filtering the table.

There are two ways to save a filter: 1) immediately after defining the criteria, before the filter has been applied, 2) after a filter has been applied.

Creating a saved filter prior to applying a filter:

  1. After selecting the desired criteria, click the Create button.

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  1. A Save Filter modal will appear.  Enter the desired Name (required) and Description (optional) for the filter.

savefiltermodal

  1. Click Save. The filter will be applied to the table and appear in the Filters drop down above the table.

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Creating a saved filter after applying a filter:

  1. Follow the steps for applying a filter.
  1. The filter will show as “Unsaved Filter” in the Filters dropdown.
  1. Click the expand button next to the Filters dropdown to see the filter criteria that were applied.  The selected criteria will be listed under the title “UNSAVED FILTER”.
  1. Click the Edit button.

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  1. Click Create.
  1. A Save Filter modal will appear.  Enter the desired Name (required) and Description (optional) for the filter.
  1. Click Save. The filter will be applied to the table and appear in the Filters drop down above the table.

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3.3.Edit Filter

Once a filter view is expanded, to edit the filter criteria:

  1. Click the Edit button.
  1. Clicking the Edit button expands the view to the filter configuration area where the name, description, and all filter options are displayed in an editable format. The following options are available:

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  • Apply the changes to the table: creates a new, unsaved filter.
  • Save the changes to the filter: overrides the existing saved filter with the new configuration.
  • Save as a new filter: creates a new, saved filter.
  • Cancel the changes: closes the configuration area and ignores all changes.
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3.4.Clear Applied Filter

To remove a filter that has been applied, click the Clear Filters button above the filtered table. The table will return to its’ original view.

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3.5.Delete Filter

Saved filters can be deleted by following these steps:

  1. Select a saved filter from the Filters drop down menu.
  1. Click the Edit button.
  1. Once on the edit page for the filter, click the Delete button.

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  1. Clicking the Delete button will open a confirmation modal prompting for confirmation of the intention to delete the filter.

deletefiltermodal

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4.View Task Details

  1. Navigate to the Manage area, Tasks page.
  1. From the Task table click on a row to view the Task Details page on the Participant’s Profile.

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  1. The Participant Profile shows Participant Fields and their current values on the left pane, and the right pane shows the details of the selected Task.

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  1. The visible details include:
  • Task Name: The name of the task and whether the task is required or optional for the workflow
  • Status: A symbol indicating the status of the task, including the status short and full label.
  • Campaign name: The name of the campaign.
  • Description: Description of the campaign.
  • Assigned to: The Participant, a User, or a User Group.
  • Workflow name: Name of the workflow.
  • Live URL: A link to the web URL of the ActivityThis is only visible when the activity is still able to be submitted, i.e. when the task is still open.
  • Due Date: The date by which the task is due to be completed.
  • Step name: The name of the step.
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5.Launch Activity

Navigate to the Manage area, Tasks page.

A user with access to view a participant’s tasks has the ability to authenticate into an activity when that activity is launched from the task details page of a participant profile.  Since the user is already authenticated into the platform, the user does not need to enter their credentials a second time. To launch an activity:

  1. Navigate to the Manage area, Tasks page.
  1. From the Task table click on a row to view the Task Details page on the Participant’s Profile..
  1. The details view includes a link to the activity under the header “Live URL”.

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  1. Click on the link to launch the activity. A new browser tab will open to the first page of the activity if just beginning, or the page that was last interacted with by the participant or a user.

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6.Edit Task Details

  1. Navigate to the Task Details page.
  1. Click the Edit button.

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  1. The Edit Task modal will open with the following options:

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  • Task Status: The status drop down will list all status code configured for the task grouped by their status category. Select one to change to that status.

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  • Assigned to: Change the Assigned To selection by clicking one of the three radio buttons for
    • Participant: Assigns the task to the participant.
    • Specific User: Assigns the task to a selected user. The user must choose a user with access to the population by typing that users’ name into the box and selecting them from the list.
    • User Group: Assigns the task to a selected group which makes all users within the group assigned the task. The user must choose a user group configured in the population by typing the group’s name into the box and selecting it from the list.

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  • Due Date: Type a date into the provided text box in a valid date format; for example: 2/4/2017 or Feb 4, 2017
  1. Click Save to apply the changes, or click Cancel to cancel them and leave the task as it was.
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