Complete Multiple Tasks
Open
NextGen® Enterprise PM
.
Select
Tasks
>
Worklog Manager
or from the main toolbar select the
Worklog
button.
The
Enterprise Worklog Manager
window opens.
Select all the tasks to mark as complete, right-click, and then select
Open
.
The
Edit Task
window appears.
Select the appropriate status and priority from the list. and then select the
Status
and
Priority
checkboxes.
Select the
Completion Dt
checkbox, and then select the appropriate completion date.
Select the
Completed By
checkbox, and then select your user name from the list.
Select
OK
.
A confirmation message displays prompting you to confirm the completion of multiple tasks.
Select
Yes
.
A confirmation message of the task completions displays.
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Complete Multiple Tasks
Help Guide for NextGen® Enterprise PM 8
Complete Multiple Tasks
To update multiple tasks as completed at the same time, do the following: From the Enterprise Worklog Manager select all the tasks to mark as complete. After selecting all the tasks, right-click and select Open. The Edit Task window appears. In the Status and Priority fields, select the appropriate status and priority. Check the check boxes above the drop-down lists. Check the Completion Dt check box and select the appropriate completion date. In the Completed By field, select your user name, and select the check box above it. Select OK. A confirmation message displays prompting you to confirm the completion of multiple tasks at once. Select Yes. A confirmation message of the task completions displays. Parent topic: Enterprise Worklog and Tasks
Help Guide for NextGen® Enterprise PM 8
Start to Work on a Task
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, select the down arrow in the Status field, and then select In Progress. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. Select the calendar button to select a start date or follow-up date. Note: The follow-up date must be equal to or greater than the start date. Select the Instructions tab an
Help Guide for NextGen® Enterprise PM 8
Follow-up on a Task
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, enter notes on task progress in the Details section each time you work on the task. Select Ctrl+Shift D to add the current date, time, and signature to your notes. This is a free-form text field. Optional: Change the date in the Follow Up Dt field. Make other field changes as applicable. To save changes and close the window, select OK. Parent to
Help Guide for NextGen® Enterprise PM 8
Modify Multiple Tasks for Different Sources
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select the checkbox of the tasks you want to modify or choose the Select All option to modify all tasks in the list. Right-click and select Open. The Edit Tasks window displays with the tasks you selected, listed in the Edit Task List section. The Task Info tab is blank. Select the checkbox above each field that you want to change. Make the field changes, and then select OK. Parent topic: Working Tasks Assigned to You
Help Guide for NextGen® Enterprise PM 8
Modify Multiple Tasks for the Same Source
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Note: The Task Info tab is the only tab that can be used to make multiple task changes. Select the source type that you want to make changes to by selecting the drop-down arrow in the Open Tasks Filter field. You can choose a specific source type or all source types. Select the checkboxes in the Open Task related to this Source section for the tasks that you want to modify. Note: You can select or clear all the checkboxes by right- clicking on the Open Tasks related to this Source section. The Task Info tab now displays
Help Guide for NextGen® Enterprise PM 8
Discontinue Auto Creation of a Task
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Select the Discontinue future auto creation of this task type checkbox. Note: The Until option is selected by default and the corresponding date field becomes available. If you select Until you must designate an end date. You can select the current day or future dates for defining when system can start auto creating task. The date field displays only dates from the current day forward. Select OK.
button.
The Enterprise Worklog Manager window opens.