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SummitAI Service Management Help

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You can view the list of Tasks assigned to your Work-group and take appropriate actions, if required.

To view list of Tasks:

  1. Select Change > User > Task List.
  2. On the TASK LIST page, a list of the Tasks based on the default filter criteria is displayed. Click the Filters icon on the ACTIONS panel to specify a particular filter criteria to display the Tasks (see: Filters). You can view the list of Tasks in the Tile view or Tabular view.

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         Figure: TASK LIST page (Tabular view)

Note
titleNote:

The fields on this page are configurable. You can select the fields you want to be displayed on this page using CONFIGURE COLUMNS icon on the ACTIONS panel of the page (see: Personalizing Pages).

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         Figure: TASK LIST page (Tile view)

         3. Select the Task NO of the Task that you want to view or update. The following page is displayed with all the details about

             the Task. For information about the fields on the TASK ID page, see Creating Tasks for Change Records (CRs).

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          Figure: TASK DETAILS page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the TASK LIST page.

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Filters
Filters
Filters

Click Filters to specify a particular filter criteria to display the Tasks. On the FILTERS pop up page, select the TenantOwner, Workgroup, Status, Task ID range in From and To text boxes. Click SUBMIT.

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 Figure: FILTERS pop-up page

CONFIGURE COLUMNS

Click CONFIGURE COLUMNS to customize the columns on the page, see:   Personalizing Pages of SummitAI Platform.

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