Frontline Portal - Tasks dashboard
You can easily view all tasks in the Tasks dashboard.
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Collections
Tasks are grouped into collections. To access other collections, click on the current collection title (e.g. Overview):
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Filter
Click on the filters icon to filter by status, priority, expiration, and categories.
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Sort
Sorting is easy. Just click on the sort icon. You can sort by relevance, alphabetically, due date, and date received.
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Search
You can search by entering keywords. Your search will look at task names and descriptions.
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Location
To explore different levels of your organizational hierarchy, click on the globe icon.
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Task Dashboard view
The task dashboard view is a grid by default, which contains:
- Basic information including task name, category, and due date
- Priorities and overdue markers
- Copy, cancel, and notify directly from the cards
- Task breakdown summary
But you might find the other views useful, too. You can select calendar, grid, or list view. To access this, click on the view icon.
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Overdue tasks
Overdue tasks are indicated by a red alarm clock at the bottom left of the card.
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If you want to close the task, click the three dots and then Move to Done.
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Archived users
Task card indicator
When any recipients of the task have been archived, you'll see an orange indicator ! at the bottom left of the card.
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Please note the following:
- If the resource is sent directly to users (only applies to tasks at the moment), cancel the completions for those users.
- if the resource isn’t set directly to users, do nothing (a task could still be re-assigned to someone else for instance).
Archived user count
A tally in the task breakdown shows the total number of open tasks stuck with archived users. Click Cancel task for all archived users if you want to cancel the task.
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Bulk Cancel Option
Use the bulk cancel option if you want to quickly remove multiple tasks stuck with archived users.
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