| Overview |
A Tasks page is available for Projects, Changes/ECOs, Quality Forms (CAPA), and Training Objects.
Tasks are used to define actions that users are responsible for completing on any given object.
Tasks can contain timeframes that define the start and end date and times allotted for a tasks completion.
The Task Options page allows you to modify the following:
| • | Task Priorities |
| • | Custom Project Task Fields |
| • | Custom Quality/CAPA Task Fields |
| • | Custom Change/ECO Task Fields |
| • | Custom Training Task Fields |
You can change the data set by selecting an available option in the drop list.
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Task Priorities |
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Task Priorities can be assigned to Tasks on Project, Change, CAR/PAR, and Training forms. When defining a Task Priority, you can define the Name, Description and Type.
To modify Task Priorities, select the Task Priorities option from the drop list.
Priorities options will be available when defining/modifying the Task in Omnify Desktop (Tasks tab).
Task Priorities contain a priority "type".
The type can be defined as either Essential or Non-Essential.
Rules can be enabled to prevent certain objects from being released (e.g. Changes/ECOs) if all Essential tasks are not complete.
To add a priority, click the Add toolbar button.
This will present the New Priority dialog box.
When defining a priority, you can set the following fields/options:
| Name |
Priority label/identifier |
| Description |
Description of priority |
| Type |
Can be set as Essential Task or Non-Essential Task |
Once all fields/options are set, click the Apply or Add button to create the priority.
To modify a priority, click the Edit hyperlink in the Actions column.
This will present the Edit Field dialog box.
Once the desired changes are made, click the Update button to save the changes.
To remove a priority, click the Remove hyperlink in the Actions column.
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Custom Project Task Fields |
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The Custom Project Task Fields page allow you to create custom fields that can be assigned to each task and displayed on the Tasks page.
To modify custom task fields, select the Custom Project Task Fields option from the drop list.
Custom fields created on this page will appear in the Task Properties dialog box and displayed as columns on the Tasks page.
To enable a custom field, specify a field name in the Name column.
Then click the Enable checkbox.
When defining the field, you can define the field value type to be either User Edit or Pick List.
Once the fields are defined, click the Save Settings toolbar button.
For Pick List fields, you can define the field values by clicking the Set Values hyperlink.
This will launch the Field Values dialog box.
To add values, type the new value in the New Value field and then click the Add button.
Note: you can specify multiple values to be added at once using a semi-colon as a delimiter.
To remove values, select the entries in the Values list and click the Remove button.
You can change the order by selecting the entries and clicking the Move Up and Move Down buttons.
You can sort the list alphabetically by clicking the Sort button.
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Custom Quality/CAPA Task Fields |
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The Custom Quality/CAPA Task Fields page allow you to create custom fields that can be assigned to each task and displayed on the Tasks page.
To modify custom task fields, select the Custom Quality/CAPA Task Fields option from the drop list.
Custom fields created on this page will appear in the Task Properties dialog box and displayed as columns on the Tasks page.
To enable a custom field, specify a field name in the Name column.
Then click the Enable checkbox.
When defining the field, you can define the field value type to be either User Edit or Pick List.
Once the fields are defined, click the Save Settings toolbar button.
For Pick List fields, you can define the field values by clicking the Set Values hyperlink.
This will launch the Field Values dialog box.
To add values, type the new value in the New Value field and then click the Add button.
Note: you can specify multiple values to be added at once using a semi-colon as a delimiter.
To remove values, select the entries in the Values list and click the Remove button.
You can change the order by selecting the entries and clicking the Move Up and Move Down buttons.
You can sort the list alphabetically by clicking the Sort button.
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Custom Change/ECO Task Fields |
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The Custom Change/ECO Task Fields page allow you to create custom fields that can be assigned to each task and displayed on the Tasks page.
To modify custom task fields, select the Custom Change/ECO Task Fields option from the drop list.
Custom fields created on this page will appear in the Task Properties dialog box and displayed as columns on the Tasks page.
To enable a custom field, specify a field name in the Name column.
Then click the Enable checkbox.
When defining the field, you can define the field value type to be either User Edit or Pick List.
Once the fields are defined, click the Save Settings toolbar button.
For Pick List fields, you can define the field values by clicking the Set Values hyperlink.
This will launch the Field Values dialog box.
To add values, type the new value in the New Value field and then click the Add button.
Note: you can specify multiple values to be added at once using a semi-colon as a delimiter.
To remove values, select the entries in the Values list and click the Remove button.
You can change the order by selecting the entries and clicking the Move Up and Move Down buttons.
You can sort the list alphabetically by clicking the Sort button.
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Custom Training Task Fields |
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The Custom Training Task Fields page allow you to create custom fields that can be assigned to each task and displayed on the Tasks page.
To modify custom task fields, select the Custom Training Task Fields option from the drop list.
Custom fields created on this page will appear in the Task Properties dialog box and displayed as columns on the Tasks page.
To enable a custom field, specify a field name in the Name column.
Then click the Enable checkbox.
When defining the field, you can define the field value type to be either User Edit or Pick List.
Once the fields are defined, click the Save Settings toolbar button.
For Pick List fields, you can define the field values by clicking the Set Values hyperlink.
This will launch the Field Values dialog box.
To add values, type the new value in the New Value field and then click the Add button.
Note: you can specify multiple values to be added at once using a semi-colon as a delimiter.
To remove values, select the entries in the Values list and click the Remove button.
You can change the order by selecting the entries and clicking the Move Up and Move Down buttons.
You can sort the list alphabetically by clicking the Sort button.
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