Kelvin Posted April 9, 2018 Share Posted April 9, 2018 I noticed this morning that Scheduled activities and now in Beta. Looks great and we have been able to schedule an activity. How do I look at completed tasks. I can see there is a reference number in the log file (e.g. TSK20180409000003) but unsure where I can view them Link to comment Share on other sites More sharing options...
Steven Boardman Posted April 9, 2018 Share Posted April 9, 2018 @Kelvin one approach you could take is using the My Activity boards views and creating a board view and lists for the scheduled activities, similar to the below. The first list shows me tasks which contain certain text in the title or a category which are complete - so this could be your completed scheduled tasks. The second list shows me those which are overdue (see conditions in second screen shot below) The third list showing me what is due today again based on an active status and matching text in the title or category of the task Conditions for the Overdue list Hope that helps Steve 1 Link to comment Share on other sites More sharing options...
Kelvin Posted April 10, 2018 Author Share Posted April 10, 2018 @Steven BoardmanThanks really like this approach. I haven't had chance to test but I am guessing these boards would need to be created on each users accounts. Could we look at making the boards shareable in the future? Link to comment Share on other sites More sharing options...
Steven Boardman Posted April 11, 2018 Share Posted April 11, 2018 @Kelvin yep the activity boards are personal, so each user would need to create the view / board they want to work in with the list conditions etc. I will raise the question of sharing views / boards to make the admin of this much easier. Link to comment Share on other sites More sharing options...
Kelvin Posted April 11, 2018 Author Share Posted April 11, 2018 @Steven Boardman Thank you Link to comment Share on other sites More sharing options...
Kelvin Posted May 9, 2018 Author Share Posted May 9, 2018 We have been testing Scheduled tasks for a little while now and all seems to be going well. As @Steven Boardman suggested we are using the activity board to monitor the completed/outstanding tasks. Is there a way to set criteria on the outcome button. e.g we have 2 options on most activities either Completed or Issue Raised and would like to see these separated on different boards. Link to comment Share on other sites More sharing options...
Steven Boardman Posted May 9, 2018 Share Posted May 9, 2018 @Kelvin good question I assume you are referring to the board list condition options? I'll ask the question and see if we can get this added 1 Link to comment Share on other sites More sharing options...
Kelvin Posted May 10, 2018 Author Share Posted May 10, 2018 @Steven Boardman exactly. thank you Link to comment Share on other sites More sharing options...
Steven Boardman Posted May 10, 2018 Share Posted May 10, 2018 @Kelvin we'll look to get this added as a selectable condition for the lists, once this is added we'll post back here Link to comment Share on other sites More sharing options...
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