 | This article covers the security permissions and configuration of the Task Management screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. |
Task Management | Security
- Access to Task Management is controlled by a permission located in the 'Menus' folder in Security Setup in StrataMax.
- Under the 'Task Management' folder, Delete Task is the permission required to delete tasks created by other users. A user will always be able to delete a task they created.
- Under the 'Task Management' folder, Manage Schedule and Events controls access to the Schedules button, which is where recurring and automated event tasks can be created.
Task Management | Configuration
All settings and visuals in Task Management are user settings, meaning they will only affect the user that makes a change. To access the Configuration window, select the configuration icon (looks like a cogwheel) in the top right of the Task Management screen.
- The Months to look ahead field is a global setting and is a numeric field to type in the number months to see in advance.
- Show notifications for upcoming tasks: This is the number of days to include for notifications. To disable notifications adjust to 0. (Default 7 day notification period). Refer to Task Notifications heading below.
- By ticking the Mark task as complete when all checklist items are complete box, the task will be completed when all the Checklist items in the Task are ticked.
- Default View is a user setting and is for selecting the user's default view when Task Management is opened. Options are Kanban, List & Calendar.
- The Show Extra Board Columns tick box determines if Tasks with the state of Abandoned & Blocked will be displayed in the Kanban view.
- Show recently closed (days) is a numerical field that controls the number of days that completed tasks will be displayed when the Show completed in last ** days is ticked in the main Task Management screen.
- The Show weekends in calendar tick box determines if the calendar will display weekends by default.
Task Notifications
All tasks that are due will show as a notification in the notification bell on the desktop of StrataMax to assist with managing and staying across upcoming tasks. To receive a notification the following rules apply:
- Default is 7 days ahead and that are not marked as Complete.
- All overdue tasks will appear unless marked as Completed.
- Once marked as complete – they will appear under the notification bell until BCMax is closed and re-opened.
- To disable / turn off the Task notifications, adjust the Show notifications for upcoming tasks in Task Management Configuration to 0.
