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Working with Tasks

This topic relates to the Nano interface.

Before you start

Read Introduction to Nano and the Nano Feature List before continuing.

Nano provides a range of methods for working with tasks to suit different working styles. Tasks can be closed, approved, rejected, or assigned to another analyst or group from the Search and Outstanding windows as well as from the Task Details window. While other actions, such as updating can only be done from the Task Details window,

This topic provides an overview of the methods available for each type of action.

For detailed information, see these topics:

Using the Task Details Window - Explains how to open and update tasks, the task details fields and their purpose, and how to use the Status field to perform actions on the task.
Viewing Your Outstanding Tasks - The Outstanding window displays tasks requiring your attention. This topic shows you how to adjust the filters and perform actions on tasks from the table of results.
Searching for Tasks - Learn how to search for tasks and perform actions on them from the table of results.

Search for a task	Method 1: Task Search On the menu select Search, then Request Search Complete the Task Search fields. Method 2: Task Outstanding On the menu select View, then Requests Outstanding Adjust the Task Outstanding filters if needed. Method 3: Quick Search Type the task number into the Quick Search field. A list of matching records is displayed
View task details	Method 1: Quick Search Type the task number into Quick Search Select the task from the listed results. The Task Details window is displayed. Method 2: Task Search or Task Outstanding Search the table of results for the task you want to view Open the task using any of these methods: Double-click on the task record; or Right-click the task record and select ; or Right-click the task record and select The Task Details window is displayed. The task window opens in edit mode or in review mode, depending on the method used to open the task, and the settings configured in your Workflow Security Role.
Update a task	Select and open the task you want to update The Task Details window is displayed If the task is in review mode, press Take Action. Update the Task Details fields Press Save.
Assign a task	Method 1: Task Details Select and open the task you want to assign The Task Details window is displayed In the Assign To field select the analyst or group you want to assign to Press Save. Method 2: Task Search or Task Outstanding Search the table of results for the task you want to assign Forward the request using any of these methods: Select the task record and select in the toolbar; or Right-click the task record and select The Task Forward window is displayed Complete the Task Forward details Press OK. The terms "assign" and "forward" are interchangeable in this context.
Approve or Reject an approval	Method 1: Approval Details Select and open the approval you want to approve or reject The Task Details window is displayed Enter your password, if required Press to approve and close the approval task. Press to reject and close the approval task. Method 2: Task Search or Task Outstanding Search the table of results for the task you want to assign Approve or reject the approval using any of these methods: Select the task record and select in the toolbar; or Right-click the task record and select The Task Close window is displayed Enter your password, if required Complete the other Task Close details Press OK. Method 3: Kanban in Task Search or Task Outstanding In the Kanban, find the task you want to approve/reject Drag the task to a column with a closure status The selected status must have the Close setting enabled in System Admin Task Status Titles. The Task Close window is displayed Enter your password, if required Complete the otherTask Close details Press OK.
Close a task	Method 1: Task Details Select and open the approval you want to close The Task Details is displayed Change the Status field to a closure status The selected status must have the Close setting enabled in System Admin Task Status Titles. Press Save. Method 2: Task Search or Task Outstanding Search the table of results for the task you want to close Close the task using any of these methods: Select the task record and select in the toolbar; or Right-click the task record and select The Task Close window is displayed Complete the Task Close details Press OK. Method 3: Kanban in Task Search or Task Outstanding In the Kanban, find the task you want to close Drag the task to a column with a closure status The selected status must have the Close setting enabled in System Admin Task Status Titles. The Task Close window is displayed Complete the Task Close details Press OK.