Tasks

To Action a task, the User clicks on the drilldown '' on the relevant line; the system will take you to the relevant page for the next steps.
Additionally, a Task can be set as 'complete', the review date moved forward etc. View the 'Button Strip' for all the options available.

To add or remove columns, click on the header row and right mouse click to view a sub-menu including 'Column Chooser'. Tick the checkboxes of the columns that are required.

Column	Description
	Click to open the Task so that you can make changes or Delete it.
Action Date	The date the Log is set for Action. You can also select to show the Action Date with Time component for time-sensitive tasks.
Action Date (including Time)	The date and time the Log is set for Action; this is used for for time-sensitive tasks.
Code	The Id of the object the Task refers to e.g., Account Id 'L10000'.
Date	The Date the Log was created.
Date (including Time)	The Date and Time the Log was created.
Delegated	The alternative User that the Log has been delegated to. Delegated Tasks will appear in the Originating User and Delegated User's Task List.
Delegated Role	The Delegated User's Role.
Delegated To	The alternative User that the Log has been delegated to.
Drilldown Code	The Icon for the Object e.g. Account Icon .
Filtered Out	This column shows either an unticked checkbox or a ticked checkbox , showing whether the line has been filtered out.
Log Severity Icon	This refers to Mailbox items and will show where the Log has had the 'Importance' set to 'Critical'.
Name	The Description of the Object the log refers to, e.g. Claire Davis.
Notes	Any Notes that have been added to the Log.
O/D	The number of days the Account is overdue - if applicable.
Owner	The Owner of the Log as defined on the Log. When creating a new Log, this defaults to the Log creator.
Severity	The Log Severity as selected when the Log was created.
Subject	The Subject of the Log.
Type	Shows how the Log was created e.g., a Review log is automatically created when a Review date is reached on an Account.
User 0 - User 9

Button Strip

Icon	Description
	Select to Refresh the Tasks.
	Select all rows.
	Select no rows.
	Select all rows above including the current row.
	Select all rows below including the current row.
	Set the Task to completed.
	To add a new Workflow to the Selected Client/Account/Application
	Move the task forward 1 day.
	Move the task forward 7 days.
	Move the task forward 14 days.
	Move the task forward 1 month.
User to Delegate to	Define the User to delegate the task to.
	To delegate the specified User to the Task.
	To clear the Tasks delegated User.
	To Print the Task List.
	To show in Compact View (single line).
	Save grid layout and options as defaults for this grid.

Preview Pane

The Preview Pane displays a HTML view of information and log detail based upon a script.