My Tasks

This displays all the Tasks which you are responsible. The Tasks will be grouped by the Action Title they are linked.

By default, following data are displayed for each Task:

Field	Description
Task Name	Task title. Title is hyper-linked by default. Clicking on the title will open Task details page in a new window. According to settings configured by your Administrator, the hyper-link will be enabled or disabled. When enabled, it will open relevant record in a new tab or in a new window.
Progress comments	Latest progress comment is displayed here. You can do any updates if required.
Status	Editable task status drop down displaying the latest Task status.
% Complete	Editable Task percentage completed displaying latest Task progress.
Completion date	When a task is completed, Completion date will be enabled. This field will be non-editable for tasks which are not completed. Your Administrator can make Task completion date mandatory/optional via Planning settings> Make Completion Date Mandatory
Weighting	Weighting specified for tasks will be displayed here.
Progress	Progress bar indicating percentage completed in green.
Tasks	Click on the Task Grid icon to open the pop up window that will display any sub-tasks which are under the relevant task.

Email Icon	Clicking on this icon enables you to send an email based on progress relating to a particular task. A pop-up window will be displayed to send the email to a staff member within system interplan Planning or a separate email address.
Discussion Forum	A pop-up window will appear once clicked to add comments and notify relevant individual/group on task progress. Previous comments added in related to the action are also displayed in pop-up window.

Click on the filter icon to filter your Tasks:

Following filters options will be available:

Filter	Description
Search	A text-box that would allow you to perform a key word search on Tasks you account responsible.
Hierarchy	Drop-down that lists all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy would allow you to further filter records up to a hierarchy node.
Hierarchy Level	Drop-down that lists all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node.
Hierarchy Node	Drop-down that list all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your tasks that are linked to the particular node.
Action Filter	Drop-down that lists all the available Action Filters. By choosing an Action filter, tasks linked to actions with the chosen Action Filter will be populated. Default is set to “Show all”
Status	Drop-down menu that lists various stages/status of a Task. Selecting the Status would display Tasks relevant to the Status chosen.
Action Grouping	Drop-down that lists all Action Groupings which are customised for the organisation. Selecting an Action Group would filter tasks linked to Actions that pertain to the chosen Action Grouping.
Reporting Year	Drop-down list of reporting years. By filtering the Reporting Year, Tasks that run across the selected year and are active in the current period will be displayed. Default is set to “Show all”
Last Progress Update	Choose from a drop-down list that filters the Tasks per the last Progress Update. Default is set to “Show all”
Related Plans	Drop-down list of Related Plans added through Planning and Matrics> Framework> Related plans. By Selecting a Related Plan you will be provided with a list of Tasks that are linked to the chosen Related Plan. Default is set to “Show all”
Budget Type	Drop-down of the Budget Types that would be linked to provided Actions. By Choosing the Budget Type, it will filter tasks linked to Actions with the particular budget type. Default is set to “Show all”
Hide Completed	Ticking this would exclude all completed tasks from the list. Unticked by default.

Search and Clear Filters buttons are available within filters area. Ticking “Save as Default” option will save the current search as default.

Task Progress Update

In order to perform a task progress update;

Edit the in- line columns and click save. You can type updates into multiple task rows at once and click 'Save All' button to save details.

STEP 1: Click on the plus icon on the left side of the task row to expand the update area for the specific task. The Business Unit, Strategy, and the linked Action will be displayed at top of the record. Tasks progress comments, Start/End dates and Completion Summary will be displayed at the bottom.

STEP 2: Update task details and append sub task comments to the task comment by clicking on 'Append task Comment' if required.

STEP 3: Select the save icon once the changes are completed.

Click on the Task Grid icon to open the pop up window that will display any sub-tasks relating to that task. Update the progress comments, status and percentage completed for the tasks and click on 'Save All' icon. Once the changes have been saved, you can close the task pop up window.

Please refer the Common Icons to use the icons effectively, when you are updating individual or multiple records.

Setting a Status of ‘Not started’ or 'Ongoing' will automatically set the percentage to 0%.

Setting a Status of ‘Complete’ will automatically set the percentage complete to 100%. When the status is set to complete, completed date field will be enabled allowing you to enter the actual date of completion. This may be mandatory/optional depending on the configurations done by your Administrator.

You will not be able to modify the Percent Complete for ‘Not started’, ‘Ongoing’ or ‘Completed’ Statuses. However, an ‘IN PROGRESS’ or ‘DEFERRED’ status will show a % complete that is editable. This field may have a number added between 0 and 100 only.

Last revised: September 23, 2018