For convenience, all Tasks that have been raised from or linked to a Communication can be managed from that Communication’s record using its Tasks tab.
This article provides guidance on managing your Communication’s Tasks, and covers:
- Viewing a Communication’s Tasks
- Completing, Cancelling, or Re-Opening a Communication’s Tasks
- Exporting a Communication’s Tasks
- Unlinking a Communication’s Tasks
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View a Communication’s Linked Tasks
To view a Communication’s linked Tasks, open the Communication and click on its Tasks tab. This will open a register of all Tasks that are currently linked to the Communication. By default, Tasks will be listed chronologically by their Code, but you also have the option to order them by Summary, Status, Assigned To, Due Date, Task Type, and Priority by clicking on the corresponding column headings.
In addition, you can narrow the list of Tasks shown within the register using the search options at the top of the screen.
To open a Task and view its details, click on its Summary.
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Complete, Cancel, or Re-Open a Communication’s Linked Tasks
For convenience, Activ allows you to complete or cancel a Communication’s linked Tasks from directly within the Communication’s Tasks tab. To do so, open the Communication on its Tasks tab and click on either the tick box (mark as complete) or cross box (mark as cancelled) icons displayed to the right of the relevant Task’s record.
The Task will be marked as Cancelled or Completed as appropriate, and the new status will automatically be displayed within the register’s Status column.
If you subsequently need to re-open a Cancelled or Completed Task, simply click on the restore icon to the right of the Task’s record.
The Task will be marked as Open, and then new status will be automatically displayed within the register’s Status column.
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Export a Communication’s Linked Tasks
Activ provides you with the option to export an induvial Communication’s linked Tasks from your system as a CSV file. This file can be stored or printed for use outside of Activ.
To export a Communication’s Tasks, open the Communication on its Tasks tab and click on the Export button at the bottom of the screen.
The CSV file will automatically download to your computer.
Note that download behaviour is controlled by your browser settings. If the CSV file does not download as expected, we recommend that you check your browser settings to ensure that they are properly configured.
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Unlink a Communication’s Linked Tasks
If a Task is incorrectly linked to a Communication, or is no longer relevant to a Communication, then you have the option to break the link to remove the Task from the Communication’s record without removing it from your system. To do so, open the Communication on its Tasks tab and locate the appropriate Task within your register, then click on the Unlink icon to the right of its record.
You will be prompted to confirm whether the link should be broken. Click on OK and the Task will be unlinked from the Communication.
