The Task List, found under the Report section, then Tasks, provides a comprehensive overview of all the tasks recorded during audit completions.
The Task List page displays the following information for each task:
- ID: A unique identifier for the task
- Task: A description of the task
- Assess ID: The ID of the audit linked to the task.
- Assess Name: The name of the audit
- Req. Score: The required score associated with the tasks originating requirement.
- Reporting Auditor: The auditor who reported the task
- Created: The date the task was created
- Due: The due date for the task
- Closed: The date the task was completed (if applicable)
- Asset: The asset related to the audit
- Assignee: The person assigned to complete the task
- Status: The current status of the task
Two aspects of the displayed information are interactive:
- Task: Clicking on a task listed in the Task column will open a Task Management window within the page, providing further details and options for that specific task.
- Assessment Name: Clicking on the assessment name will take you to the full audit summary that the task is associated with.
Date Range Filter
By default, the Task List displays information from the past calendar month.
This time frame can be adjusted by clicking on the calendar icon located next to the date range.
A list of predefined date filters will appear for you to choose from.
Alternatively, you can select you own specific start and finish dates using the calendars displayed.
Once you have made your selections, click Submit to update the Task List to reflect your chosen date range.
