For convenience, all Tasks that have been raised from or linked to an Incident Log can be managed from the Incident Log’s record from its Tasks tab.
This article provides guidance on managing your Incident Log’s linked Tasks, and covers:
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View an Incident Log’s Tasks
To view an Incident Log’s linked Tasks, open the Incident Log and click on its Tasks tab. This will open a register of all Tasks that are currently linked to the Incident Log. 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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Export an Incident Log’s Tasks
To export an Incident Log’s Tasks, open the Incident Log 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 Tasks from an Incident Log
If a Task is incorrectly linked to an Incident Log, or is no longer relevant to an Incident Log, then you have the option to break the link to remove the Task from the Incident Log’s record without removing it from your system. To do so, open the Incident Log on its Tasks tab and locate the appropriate Task within the 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 Incident Log.
