Task management console
The Task Management Console provides a single point for Task users, Project managers, Project Masters and Portfolio Managers, where they can monitor the progress of project tasks as they move through their lifecycle.
To access the task management console, log in Agility Suite application and click Workspaces > Project Tasks.
The following figure shows the options once you access the tasks console.
The following table describes the project console UI elements:
Annotation | UI element | Description |
---|---|---|
1 | Navigation bar | |
Access menus | Navigate to the following options available in Fusion Agility Suite:
| |
Shows the notifications for your profile. For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon. | ||
The menu displays the following user options:
| ||
Shows the configuration settings in Fusion Agility Suite, Administering. | ||
Reports: Click to launch the Reporting dashboard and access reports. | ||
2 | Workspace | List of Tasks. |
3 | Task ID | Open a Task. |
4 | Search grid | Search for a task by entering the keywords or tasks ID. |
5 | Filter the listed records by entering or selecting values. For example, you want to view tasks with Project Task summary Innovation. To view these records, in the Filter list, enter Innovation from the Project Task summary field and click Apply. You can use preset filters that are available for cases, tasks, and knowledge articles to narrow down your search. Preset filters are filters that are available out of the box for cases, tasks, and knowledge articles. Learn more about creating filters in Defining filter presets to search records. | |
6 | Modify the visible columns in the workspace. |