Task

Task records a piece of work raised by one user for another, with its priority, dates, status, the document it relates to and its sub tasks.

Where

Sales & Distribution › Activities (OSTA)

Who uses it

Any user

When

When work is handed over

Needs first

Nothing

What it is for

Task is on the Sales › Activities menu. Each sub task has its own dates and status.

Every field in plain words

General

Field	What it means	What to put
Task No	The task number.	Required.
Task Name	The task.	Required.
Priority	Priority.	Optional. Pick from the list.
Task Raised By	Who raised it.	Optional. Pick from the User list.
Task Raised for	Who it is for.	Optional. Pick from the User list.
Task Completed	Done.	Tick or leave clear.
Task Status	Its status.	Optional. Pick from the list.

Basic Data

Field	What it means	What to put
Allocate	When it was given.	Optional. A date.
Due Date	When it is due.	Optional. A date.
Subject	Subject.	Optional.
Origin Process	The screen it relates to.	Optional. Pick from the list.
Origin Number	The document it relates to.	Optional.
Details	Details.	Optional.

Sub Task

Sub Task.

Column	What it means	What to put
Sub task	A sub task.	Optional.
Date From	From.	Optional.
Date To	To.	Optional.
Task Status	Its status.	Optional. Pick from the list.

How to configure it

The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

If something looks wrong

• Nothing on this screen refuses a save beyond the required fields.