Prerequisite

• Access the menu Consultation > Tasks (CO034).

Presentation

The task query allows you to track the pending tasks of any SoftExpert Competência user. 

This feature helps managers and supervisors monitor the progress of activities, making it possible to verify whether employees are completing their tasks within the established deadlines. 

Track tasks

1. In the Query > Tasks (CO034) menu, access the screen to view pending tasks.

2. In the Task Type filter, click the Select a task type button.

3. In the displayed panel, use the search filters at the top to locate the desired task types.

4. Fill in the fields as needed, such as Task, User, Role, or Area responsible for execution.

5. If you wish to include subordinate areas or functions, check the Show sub-level records option.

6. Click Search to display the list of task types that match the criteria entered.

7. If the result is not as expected, adjust the filters and search again.

8. When the result is correct, click Apply to use the task types in the main query.

9. After applying the task types, check if they will be displayed in the Search Panel, located on the left side of the main screen, separated by type: Execution and Monitoring.

10. The task list will be displayed in the panel on the right, allowing you to analyze deadlines, responsible parties, and statuses according to the defined criteria.

Conclusion

The task query allows for efficient tracking of users' pending activities, facilitating deadline management and delivery monitoring.