In the task overview, you get a complete overview of all tasks, regardless of which part of Pharius they are linked to. By default, only the open tasks are displayed, sorted in chronological order.
You open the task overview by clicking on Tasks in the menu bar.
What can you do in the task overview?
The numbers in the image correspond to the functionalities below.
- New task
- Search – Find a task using a keyword.
- Export – Export the task list (CSV or Excel).
- Filters – Filter by priority, theme, frequency, due date or by a period of the creation date.
- Assigned to me – Show only tasks assigned to you.
- Owner
- Assigned to
- Status – Filter by status (open, in progress or closed).
Filters can be combined to quickly find the relevant tasks.
Overview of a task
The image below shows a single task. The numbers indicate the different available information and actions.
- Title
- Days until due date
- Due date
- Creation date
- Frequency – One-time or recurring task.
- Assigned to
- Owner
- Linked item – Register, theme, change or notification.
- Attachments
- Priority – High, medium or low.
- Status – Open, in progress or closed.
- Number of assigned persons
- Actions – View, edit or delete the task.