SummitAI Service Management Help

Select Change > User > Task List.
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.

TASK LISt

Figure: TASK LIST page (Tabular view)

Note:

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).

TASK LIST PAGE

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).

Figure: TASK DETAILS page

ACTIONS

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

Filters

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

FILTER POP-UP

Figure: FILTERS pop-up page

CONFIGURE COLUMNS

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

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