Task (CR306020)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

By using this window, you can create a new task or view the details of an existing task.

Button Description
Complete

Changes the status of the task to Completed.

This action is available only to the task owner.
Complete and follow up Changes the task status to Completed and creates an task that has the same details as the current one but the Not started status.
This action is available only to the task owner.
Cancel

Cancels the task, changing its status to Cancelled.

This action is available only to the user who created the task.

By using this tab, you can create a new task and view or edit the details of an existing task.

Element Description
Summary The task summary description, which can be used as its identifier.
Start date The start date and time of the task.
Internal A check box that, if selected, indicates that the task is hidden from external users.
Due date The date and time when the task should be completed.
Completion (%) The estimation of the task completion, expressed as a percent.
Work group The work group the task is assigned to.
Owner The user the task is assigned to. By default, it shows the employee ID of the task creator.
Reminder

A check box that indicates (if selected) that a reminder is set for the task.
To define the date for this reminder, use the Remind at field.

Before you start using reminders in Visma.net ERP, make sure that the system administrator has enabled this functionality.

Remind at The date when the reminder should be sent.

This box is available only if the Reminder check box is selected.

Related entity description

The entity that this activity is associated with.
For example: If you are creating an activity that is associated with a lead, this lead will be specified in the box by default.

To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.
Project The project associated with this task (or the non-project code indicating that this task is not associated with any project defined to the system); appears if the Projects workspace is activated.
Project task The particular project task with which this task is associated; appears if the Projects workspace has been activated.
You can select only a project task of the selected project.
Priority The priority level of the task: Low, Normal, or High.
These levels are used for informational purposes only; no specific functionality is associated with them.
Status The status of the task. Select one of the following options:
  • Open: The task has been assigned to an owner.
  • Draft: The task has not been assigned yet.
  • In process: The task owner has started processing the task.
  • Cancelled: The user who created the task has cancelled it.
  • Completed: The task owner has finished processing the task.
Completed at The date and time of task completion.
Time spent The time in days, hours, and minutes from task creation to completion.
Overtime The number of hours outside of work hours from task creation to completion.
Invoiceable time The number of invoiceable hours from task creation to completion.
Invoiceable overtime The number of invoiceable overtime hours spent on the task.

 

This tab displays a table that shows activities related to the task.

 
Button Description
Add email Opens the Send (CR306015) window, from which you can send an email.
Add activity

Contains a menu with options that correspond to the list of activity types.

By clicking on a menu option, you open the Activity (CR306010) window, which you use to create an activity of the corresponding type.

 

 
Column Description
Type The type of the activity.
Summary The description provided for the activity. With an email, it matches the content of the email subject field.
Status The status of the activity.
Start date The start date of the activity.
Created at The date and time when the activity was created.
Invoiceable A check box that indicates (if selected) that the time spent on the activity is invoiceable.
Time spent The number of hours spent to complete the activity.
Overtime The number of hours outside of work hours spent to complete the activity.
Invoiceable time The number of invoiceable hours spent to complete the activity.
Invoiceable overtime The number of invoiceable overtime hours spent to complete the activity.
Work group The work group that the activity is assigned to (if any).
Owner The name of the user to whom the activity is assigned.

This tab lists the tasks that are related to this task.

Column Description
Task ID The identifier of the related task. You can select any of the tasks defined within the system.
Subject The description of the task.
Status The status of the task.
Start date The start date of the task.
Due date The due date of the task.
Completed at The date and time when the task was actually completed.