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PRIM Help

Windows - Tasks and events

 

The To-do tasks (WKF004) and Events and tasks management (WKF011) windows display information on the progress of tasks related to a current event, from creation to archiving. For details on creating an event, refer to  Events and tasks management.(coming soon)

 

 

 « Home » ribbon and symbols used in windows

 

Various symbols appear in the Home ribbon of these windows or elsewhere in the windows. They are described in the table below.

 

 

SYMBOL

WINDOW

MEANING

WKF004

WKF011

Refresh - allows to manually refresh the tasks list

WKF004

WKF011

When this toggle is pushed to the right, tasks will be refreshed automatically.

WKF004

WKF011

Allows to filter events by  selecting the events to include or exclude.

WKF004

WKF011

Overdue task

WKF004

WKF011

Current task

WKF004

WKF011

Task without defined date

WKF004

WKF011

Future task

WKF004

WKF011

Completed task

WKF011

Event that contains tasks in the future

WKF011

Event that contains current tasks

WKF011

Event that contains overdue tasks

WKF011

Event that contains tasks without a defined date

WKF011

Event that contains only completed tasks

WKF011

Event that does not contain any task

WKF011

Archived event

WKF011

Ascending sorting  on dates

WKF011

Descending sorting on dates

WKF011

Expand the full structure tree  of all events in file

WKF011

Collapses all the elements included in the events.

   

WKF011

Archiving icons. The down arrow indicates that the event can be archived, the up arrow indicates that the event could be reactivated.

Only a user with the status "ADMIN" will be able to reactivate the event.

WKF011

Allows you to move an event to another file, if it has been created in the wrong file.

WKF004

Assign task

 

 

 

"Display" ribbon and panes

 

In these two windows, various panes can be opened and laid out according to your needs. To learn how to configure the panes displayed or how to save a layout that suits your needs, refer to Customize floating panes configuration. The various panes that can be opened from the Display ribbon of each window are described in the table below.

 

BUTTON

PANE

DESCRIPTION / USE

Events

Details of the selected event are displayed in this pane.

Tasks

Details of a selected task will be displayed in this pane. It is also in this pane that you can complete the task.

Notes

This panes allows you to add, modify or view notes associated to an event or a task. By default, only the notes of the selected task will be displayed. However, the button Display complete context allows you to view all notes associated to an event.

Associations

This pane allows you to display the list of files associated to the selected task.

File manager

This pane allows you to display and manage (add, modify, delete) documents related to an event or task.

Criteria (IRC)

Allows you to display and select the criteria associated to an event or a task.  

By default, the basic configuration doesn't have any criteria set up for events and tasks. This means this pane is blank, unless the agency did ask for criteria to be added to tasks and events.

 

 

 

 

       Window - Events and tasks management (WKF011)

 

       Window - To-do tasks (WKF004)

 

 

 

 

 

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