Task Scheduler - Inbox Screen

General information
The Inbox screen is one of the three main screens (tabs) when you enter WorkflowManager and displays the list of tasks that are currently assigned to you.

The upper panel of the Inbox provides you with the task name, name of the associated project, as well as the task due date, priority assignment, estimated hours for completion, and the Primary contact.

The lower panel of the Inbox provides information on a single task that you have selected in the upper panel. If the selected task has user entered progress notes those are displayed, if the selected task has no user entered progress notes then the task's details are displayed in the lower panel. If the task has no user entered progress notes or detail information then the task's project details are displayed. The right-click menu selections of the lower pane allow you to easily change the display.

The Quick Task feature that is located at the bottom of the Inbox screen allows you to easily add a task to either the selected project or to a new project. To use this feature enter the task name, due date, estimated hours, priority status, and the associated project then click the Go button. To cause the Quick Task feature to show or not show, go to the WorkflowManager - Settings menu.

The New Task button at the top of the screen will also do the same thing. Click on it and you can enter the task name, task description, due date, estimated hours, who the task should be assigned to and the priority status.

If a task is assigned to you, it means that you are responsible for the completion of the task by the due-date, entering progress notes for the task, and entering the time spent on the task information.

To access the Inbox:

Enter WorkflowManager and click on the Inbox tab located at the top of your screen.

Using the Inbox screen you can:

Add a new task
Reply to or forward (transfer) a task
Update the task status
Add and view progress notes
View or update the details of a task
View the details of the task's project
View the related documents of the task's project
Launch a form or file that is associated with a double-click action to a task
Manually enter the time spent on the task or have PortalsXpress automatically track time
Access the Personal Assistant menu
Open the Primary contact's digital file in ContactManager
Add a quick task to an existing project or to a new project

Navigation and Display Tips
Both the upper and lower panels of the Inbox have right-click menus that provide ease in navigation and display of information.

To navigate from the task to its respective project, click on the specific task then click on the "Open this Task's Project" toolbar icon or use the right-click menu selection.

To open the Primary contact's digital file click on the specific task then click on the "Open Primary Contact" toolbar icon or use the right-click menu selection.

The Quick Task feature allows you to add a task to a project from your Inbox.

You can adjust the list column order, column width, and list sort order for your personal preferences.

To make the listing of tasks or the task details section larger or smaller drag the splitter in the middle of the screen up or down. If you mouse over the splitter, the mouse indicator will change so that you can drag the splitter up or down.

Workflow Manager Users Guide