General questions about SoftExpert Suite
Introduction
This article displays frequently asked questions about SoftExpert Suite. The questions are grouped by theme. Expand the item that is related to your question to learn more!
Frequently asked questions about tasks
How can I receive task notifications by e-mail?
There are 3 verifications that should be performed to guarantee you will receive task notifications by e-mail:
- User registration: View your user data. On the General tab, check whether your E-mail has been registered.
- SoftExpert Configuration > Configuration > E-mail notification (CM022): In the General section, the Enable system notifications option must be checked.
- SoftExpert Configuration > Configuration > E-mail server (CM010): There must be a default e-mail server configured correctly. Access the e-mail server data and click on Send test e-mail to test e-mail sending.
If you do not have permission to make any of these changes, ask your manager or the system administrator.
How do I transfer my tasks to another user?
See the necessary steps to transfer tasks:
1. Access the My tasks menu and click on the 
button. The system will direct you to the SoftExpert Administration > File > Task transfer > User (AD041) menu.
- To be able to transfer your tasks, you must have access to this menu.
- To transfer tasks from a department, team, or position, access the SoftExpert Administration > File > Task transfer > Department/Team/Position menu.
- These steps are used to transfer tasks between users, but the procedure for departments, teams, and positions is the same.
2. In the General filter in the Search filters panel, enter the required fields and the other fields that can help search for the tasks that will be transferred.
3. After filling out all required fields, click on the SEARCH button. At this point, all corresponding tasks will be displayed.
4. In the To column, enter the new responsible party for each task according to the transfer type (Department, Team, Position, or User).
5. After filling out the data above, click on the 
button. At this point, the tasks will be transferred to the new responsible parties.
If the tasks of a user are being transferred, after step 5, a screen in which one of the following options must be checked will be displayed:
- Definite transfer: Check this option for the tasks to be definitively transferred to the new responsible user.
- Transfer tasks until [select a date]: Check this option for tasks to be transferred to the new responsible user until a certain date. By clicking on the link, a screen will be displayed to select the desired date. After this date, the tasks that have not been executed will return to the initial user.
The task transfer button has not been enabled; how can I transfer my tasks?
- Causes: The logged user has no permission to access the task transfer menu [SoftExpert Administration > File > Task transfer > User (AD041)].
- What to do? For users who cannot have access to the Administration component, the system administrator should create an access group [SoftExpert Configuration > Configuration > Access group (CM011)] that is specific to the task transfer menu. In this access group, the user should check only the task transfer options (team/user/department/position). In the access group data, all users who must have task transfer permission should be associated.
How can I transfer my tasks during my absence?
The system allows your tasks to be automatically transferred to another user for a certain period, for example, on the holidays. See below how to configure this transfer:
1. Access the data of the user who will have their tasks transferred [SoftExpert Administration > File > Organizational unit > User (AD004)].
2. On the user data screen, access the Absence tab.
3. In the Absence tab, click on the 
button.
4. On the screen that will be displayed, enter the absence period and who will be responsible for the tasks.
If necessary, the user can configure exceptions, that is, another user can be appointed as the responsible user for the execution of tasks from a certain component.
