SoftExpert Time control to-do tasks
Prerequisite
- Access to the My tasks menu.
Introduction
Tasks are records generated for users to take certain actions. They are divided into two categories: Execution and Tracking.
Despite being under the responsibility of a specific user, tracking tasks do not need to be executed by them.
Execution tasks need to be carried out by the user within a defined period.
See the details of SoftExpert Time control to-do tasks below:
Execution tasks
Task planning
| Who receives it | Responsible users and members of the team responsible for the nonproject task. |
| When | The task is saved, but it is not sent to the next step. |
| Purpose | To finish the planning of a nonproject task and send it to the next step. |
Task planning approval
| Who receives it | Users who are part of the route responsible for approving the planning, as configured on the task data screen. |
| When | Task planning is finished and sent for approval. |
| Purpose | To approve or reject the planning of a nonproject task. |
Request execution
| Who receives it | The party responsible for executing the request; said party is defined in the type or during the issuance of the request. In order for this task to be generated, the SoftExpert Request component must be part of the solutions acquired by your organization. |
| When | The issue/approval step (as configured) is finished by the due responsible parties in the SoftExpert Request component. |
| Purpose | To create a nonproject task in order to meet the needs of the requesters. |
Task execution
| Who receives it | Responsible users and members of the team responsible for executing the nonproject task. |
| When | The task goes through the execution step once its planning is approved or finished. |
| Purpose | To allow the responsible parties to execute and close nonproject tasks. |
Task execution approval
| Who receives it | Users that are part of the route responsible for approving the execution, as configured on the task data screen. |
| When | Once the execution of a task with approval step configured is closed. |
| Purpose | To allow the responsible party to approve or reject the execution of the task, ensuring that the result is in accordance with the established objectives. |
Task verification
| Who receives it | Responsible user and member of the team responsible for the task. |
| When | Once the execution of a task with verification step configured is closed. |
| Purpose | To check whether the execution took place in accordance with the established objectives. |
Tracking tasks
Task tracking
| Who receives it | Responsible users and members of the team responsible for the nonproject task. |
| When | Once a task is finished or has its planning approved. |
| Purpose | To set the rescheduled dates for the task and control possible deviations that took place during the execution. |
Conclusion
These are the SoftExpert Time control to-do tasks; they disappear from the to-do tasks menu as they are executed or closed.