Viewing Tasks

You can view a single task, multiple tasks, or history for a task.

When a task is added, (with the exception of Administrators and users assigned to the Task-Create role) only the user who assigned the task and those to whom the task was assigned can view it.

Viewing a Single Task

You can view a single task from a content folder or from the Tasks folder.

Viewing a task from the content folder

Viewing a Task from the Content Folder

From the Ektron Workarea, choose Content.
Open the folder that contains the content.
Click the content associated with the task.
Click the Tasks tab. The page lists all tasks assigned to the content.
Select a task.
From the view task page, you can add a comment to the task.

Viewing a task from the tasks folder

Viewing a Task from the Tasks Folder

From the Ektron Workarea,choose Reports > Tasks.
Select a task category. For example, select All open Tasks.
Click the task you want to view. The View Task screen appears. From here, you can perform these tasks.

Viewing a Task’s History

Ektron maintains a history of all events in the life of a task, as well as any comments entered. As examples, the task history shows when and by whom the task was created, when it changed to Active, when it was linked to content, when its state changed, when it was approved, and so on.

You can view the task’s history until the task is purged. To view a task’s history:

Navigate to the View Task screen, as explained in Viewing a Single Task.
Click History (). The history of task events appears.

Viewing All Tasks

The Tasks folder is located within the Ektron Workarea > Reports tab. Here, screens display all tasks filtered by specified categories. The categories appear in the table below.

After viewing tasks in any category, most screens let you perform an action on the tasks. For example, you can redirect your tasks to another user. To select all tasks on a screen, click the check box in the header row.

The following table shows actions you can perform on tasks by Task folder.

—Tasks by Task folder—

Screen	Displays these tasks	Actions you can perform
All Open Tasks	All open tasks (that is, tasks in one of these states) for all users not started active awaiting data on hold reopened pending	Edit a task Sort tasks by column
Assigned by and to me	All open tasks assigned to you plus all open tasks you assigned to yourself or others	Assign tasks to a different user View a task Sort tasks by column
Assigned To Me	All open tasks assigned to you	Assign tasks to a different user View a task Sort tasks by column
Assigned By Me	All open tasks you assigned to yourself or others	Assign tasks to a different user View a task Sort tasks by column
Created by Me	All open tasks you created	View a task Sort tasks by column
Assigned to User	All open tasks assigned to a user you select	Select any user and view all tasks assigned to that user (select new user from Assign to User drop-down list and click Get Tasks) View a task Sort tasks by column
Not Started	All whose state is Not Started	Change to any other state View a task Sort tasks by column
Active	All whose state is Active	Change to any other state View a task Sort tasks by column
Awaiting Data	All whose state is Awaiting Data	Change to any other state View a task Sort tasks by column
On Hold	All whose state is On Hold	Change to any other state View a task Sort tasks by column
Pending	All whose state is Pending	Change to any other state View a task Sort tasks by column
Reopened	All whose state is Reopened	Change to any other state View a task Sort tasks by column
Completed	All whose state is Completed	Change to any other state View a task Sort tasks by column
Archived	All whose state is Archived	Change to any other state View a task Sort tasks by column
Deleted	All whose state is Deleted	Change to any other state Purge tasks View a task Sort tasks by column

Sorting tasks by task type

Sorting Tasks By Task Type

On every View Task page, you can sort tasks by the Task Type assigned to the task. Use the Show Task Type drop-down box located in the upper right corner of the Workarea to choose a Task Type. Task Types only appear in the Show Task Type drop-down box when they have been added to a task.

Words in bold italics are Task Categories. You cannot sort by Task Categories.

Determining which tasks a user can view

Determining Which Tasks a User Can View

To provide security, Ektron restricts which users can use the task views. These restrictions are listed on the following table.

View option	Administrator group member	User or group to whom task assigned	User who assigned task	User who created task	All users
All Open *	X
Assigned by Me		X	X
Assigned to Me *		X
Created by Me *				X
Assigned to User	X	X	X	X	X
Not Started	all tasks in specified state	only tasks assigned to user in specified state
Active	all tasks in specified state	only tasks assigned to user in specified state
Awaiting data	all tasks in specified state	only tasks assigned to user in specified state
On hold	all tasks in specified state	only tasks assigned to user in specified state
Pending	all tasks in specified state	only tasks assigned to user in specified state
Reopened	all tasks in specified state	only tasks assigned to user in specified state
Completed	all tasks in specified state	only tasks assigned to user in specified state
Archived	all tasks in specified state
Deleted	all tasks in specified state

*—user can only view open tasks, that is, those in a not started, active, awaiting data, on hold, pending, or reopened state