Manage tasks

The 'Tasks' overview provides a list of tasks that are assigned to a user. Study specific tasks are also visible within the study’s ‘Tasks’ tabpage.

The tasks feature consists of the following possibilities:

1. Viewing tasks
2. Creating new tasks (manually or automatically)
3. Completing tasks 

1. Viewing tasks:

The following tasks are listed in the ‘Tasks’ overview:

• Tasks that are currently assigned to the logged in user.
• Tasks that are assigned to the user role of logged in the user.
• Tasks that are related to a study that the logged in user has access to.

Filters can be used to adjust the list of tasks displayed in the overview:

• Status:
  • Open: Shows tasks that are open/not completed yet.
  • Closed: Shows tasks that ere closed/marked as completed.
• Given/own tasks:
  • Own: Shows tasks that are assigned to the logged in user/user role.
  • Given: Shows tasks tat are created by the logged in user and are assigned to another user/role.
• Belongs to role:
  • Shows tasks that are assigned to the role chosen.

2. Creating tasks:

Tasks can be created manually or automatically. Refer to this article about automatic task assignment to see how tasks can be automatically be created - this can only be configured by Admin users.

• Go to the 'Tasks' overview.
• Click on 'New task'.
• Complete the required fields with details about the task. 
• Click 'Save' to create the task.

3. Completing tasks:

A task can be marked as completed by changing the status of the task. This can be done from the task overview or by opening the task.