The Task List is a powerful tool that provides an overview of all tasks associated with your bookings. This article will guide you through the features of the task list, including how to filter tasks to find exactly what you need.
Task List Overview:
The Task List displays all tasks related to bookings, including key details such as the task name, artist, status, due date, assigned user, and any relevant notes.
• Task Name: The name of the task.
• Artist Name: The artist associated with the task.
• Status: The current status of the task (e.g., pending, open, done).
• Due Date: When the task is due.
• Assigned User: The person responsible for completing the task.
• Notes: Any additional information related to the task.
Navigating to a Task:
• Click on a Task: By clicking on any task in the list, you will be taken directly to the related booking. This makes it easy to manage and update tasks within the context of their respective bookings.
Using the Filter Bar:
At the top of the Task List, you will find a filter bar that allows you to refine the list of tasks displayed. This makes it easier to focus on specific tasks or to check on the status of ongoing tasks.
Here’s how you can use the filters:
1. Free Text Search:
• Enter any keyword or phrase to search across all tasks. This is useful for quickly finding specific tasks based on their content.
2. Task Status:
• Filter tasks by their status (e.g., done, open, pending, question). This allows you to focus on tasks that need attention or to review completed tasks.
3. Booking Status:
• Narrow down the tasks based on the status of the associated booking.
4. Assigned User:
• Filter by the person responsible for the task. This is helpful for managing workloads or tracking specific users’ responsibilities.
5. Sent User:
• Filter by the person who assigned or created the task. This helps in tracking task assignments.
6. Start Date and End Date:
• Use these date filters to view tasks within a specific time frame. This is particularly useful for time-sensitive projects or for reviewing past tasks.
7. Apply Filter:
• After setting your desired filters, click on Apply Filter to refresh the task list with the specified criteria.