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My Assistant, tab Activities
My Assistant, tab Activities

My Assistant | Tasks | Meetings

Updated over 5 months ago

The Activities tab enhances your ability to streamline planning and actions effectively.

It includes information about Meetings and Tasks.

Meetings

Meetings will be visible if the new Calendar feature is activated.

  • You will see the list of meetings for today and tomorrow (if it's Friday, so for Friday and Monday)

  • Clicks on Upcoming Meetings will be directed to the Calendar page

  • Click on the row will open meeting details

  • Click on "+" button will trigger meeting creation

Tasks

The tasks view has these qualifiers for statuses to be displayed.

Has active checkbox and taskstatusclass is/are TasktoDotag, TaskInprogressTag.
Go to the Maintenance -> Tables -> Filter for Table is equal to "Status task"-> click on one of them to check details

  • Clicking on the Tasks title will redirect to the "Tasks" overview page

  • There are two tabs - Upcoming and Overdue

  • Tasks in the Upcoming tab include all tasks that start today based on the current time or in the future

  • The rule for overdue is that if the day and time of a task have passed, it disappears from the Upcoming tab and moves to the Overdue tab

  • The Overdue tab contains a badge that represents the number of overdue tasks

  • The "+" button triggers the wizard to create a task

  • Tasks are grouped by days. If there are no tasks for a day, it won't displayed

  • Pagination represents the number of tasks, not days

  • The Overdue tab displays tasks sorted by date, with the oldest ones listed at the top

  • The status of the task is inline editable

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