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The To Do List

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The PRISM To Do list is more than a task tracker. The To DO list manages tasks associated with PRISM while providing context-sensitive access to the records associated with the task.  By adding task and determining the priority of the task, PRISM will remind you when task are nearly completed, or are at risk of not being completed on time.  Moreover, based on events and alerts, PRISM may add items to the To Do list that need attention.  Finally, other specialists may add tasking to your To Do List.  These actions may be tracked through their completion.

 

Commonly used To Do List operations are:

 

1.Adding a Task

2.Editing a Task

3.Deleting a Task

4.Copying a Task

 

 

The To Do list is located at the top of the left-hand menu below My Account.

 

To launch the To DO list, click on the "My To DO List' link.

 

The To Do list screen

 

Task Presentation

Choose how the tasks are displayed, in a list that is search-able, sortable and group-able.  Or, on a calendar that is visibly perceptive for tasks dates.

 

Export Options

Tasks information may be exported to excel and downloaded.

 

Task Header

As with other PRISM list the list header provides filters, sorting and grouping of tasks

 

Task

The list of Tasks sorted based on the header preference.

 

Add a New Task

Add a new task by clicking this button.  Don't forget PRISM will also add tasks

 

Task Filter

Filter on All tasks, Tasks that are due in ten day (imminent) or tasks that are past due ("Too Due"/Overdue)

 

Task Due Date Color key

Tasks flags are color coded based on  the approaching due dates.

 

Actions

Perform various actions on a task.

 

 

The To Do List Task

 

The To Do List is a list of tasks.  Each task has its own set of fields that help you manage the tasking.  Consider the task below. 

 

 

The fields associated with a task are:

1.Task - The name of the task

2.Description - A brief description of the task

3.Due Date - Date the task should be completed

4.Priority - - Ranking of the task 1- 100

5.Link - Hyperlink to the module and record associated with the task.

6.Progress - A gauge which displays the percentage of work completed on the task

7.Completed - Task completion flag in the form of a toggle switch

8.Actions - Operations that can be performed on this task (Edit, Copy, Delete)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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