Before you start
Read Introducing Nano before continuing.
This topic provides an overview for working with tasks in Nano.
More detailed information is available in:
- Task Details in Nano - descriptions of the fields on the task details window and how use the Status field to perform actions on the task.
- Tasks Outstanding in Nano - how to view all tasks requiring your attention and perform actions on them from the table of results.
- Task Search in Nano - how to search for tasks and perform actions on them from the table of results.
Overview
Search for a task using the Search or Outstanding windows, or by typing the call number into the Quick Search.
Update a task by updating the task fields and then press Save.
Approve an approval task by updating the Task Status field with a status configured with the Close/Approve function and then press Save. The approval is closed.
Reject an approval task by updating the Task Status field with a status configured with the Close/Reject function and then press Save. The approval is closed.
Assign a task using any of the following methods:
- Open the task details, select an analyst or group in the Assign To field and then press Save.
- On the Search or Outstanding window, select the task record, press
on the toolbar, complete the task forward details and then press OK. - On the Search or Outstanding window, right-click the task record, select Forward, complete the task forward details and then press OK.
Close a task using any of the following methods:
- Open the request details, change the Task Status field to a status configured with either of the Close functions and then press Save.
- On the Search or Outstanding window, select the task record, press
on the toolbar, complete the task close details and then press OK. - On the Search or Outstanding window, right-click the task record, select Close, complete the task close details and then press OK.