Skip over navigation
Documentation

Manage Tasks

You can view, edit and delete tasks from the following pages of your Oro application:

Note

Please note that:

  • By default, you can edit only tasks that are assigned to you.
  • You can add reminders only to a task that is not overdue.
  • You cannot edit a task status if the task flow is enabled for your Oro application.

From the Page of All Tasks

To manage a specific task from the page of all tasks:

  1. Navigate to Activities > Tasks in the main menu.

  2. Click the More Options menu at the end of the corresponding task row and select one of the following actions:

    • View
    • Edit
    • Delete
    ../../../../_images/AllTasksPageNew.png

From the Task Page

To manage a specific task from its page:

  1. Navigate to Activities > Tasks in the main menu.
  2. Click once on the required task to open it.
  3. Select one of the following actions:
    • Share
    • Add Context
    • Edit
    • Delete
    • Send Email
    • Add Comment
../../../../_images/ManageTasksTaskPage.png
  1. If the task flow is enabled, you can:
    • Start/ Stop Progress of the task
    • Close the task

Note

To delete a bulk of tasks in one go, click the More Actions menu at the end of the table header row and then click Delete.

../../../../_images/tasks_delete1.png

From the Assignee’s Profile

When user is assigned a task, it appears in the User Tasks subsection under Additional Information on their profile page.

To manage a task from the assignee’s profile page:

  1. Open the assignee’s profile.

  2. Click Additional Information > User Tasks.

  3. Click the More Options menu at the end of the row with the task you would like to edit and select one of the following actions:

    • View
    • Edit
    • Delete
../../../../_images/TaskUserProfile.png

From My Calendar

You can also manage tasks from the My Calendar page and the Today’s Calendar widget.

  1. Navigate to My User on the top right of the page.
  2. Click My Calendar.
  3. Click on a specific task in the calendar.
  4. On the task information card, select one of the following actions:
    • Delete
    • View Task
    • Edit task
../../../../_images/ManageTasksInMyCalendar.png
Browse maintained versions:3.01.122.02.32.6

You will be redirected to [title]. Would you like to continue?

Yes No
sso for www.magecore.comsso for oroinc.desso for oroinc.frsso for marketplace.orocommerce.comsso for marketplace.orocrm.com
Back to top