 | This article covers the security permissions and configuration of the Task Management screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. |
Task Management | Security
- Access to Task Management is controlled by a permission located in the 'Menus' folder in Security Setup in StrataMax.
- Under the 'Task Management' folder, Delete Task is the permission required to delete tasks created by other users. A user will always be able to delete a task they created.
- Under the 'Task Management' folder, Manage Schedule and Events controls access to the Schedules button, which is where recurring and automated event tasks can be created.
Task Management | Configuration
All settings and visuals in Task Management are user settings, meaning they will only affect the user that makes a change. To access the Configuration window, select the configuration icon (looks like a cogwheel) in the top right of the Task Management screen.
- The Months to look ahead field is a global setting and is a numeric field to type in the number months to see in advance.
- By ticking the Mark task as complete when all checklist items are complete box, the task will be completed when all the Checklist items in the Task are ticked.
- Default View is a user setting and is for selecting the user's default view when Task Management is opened. Options are Kanban, List & Calendar.
- The Show Extra Board Columns tick box determines if Tasks with the state of Abandoned & Blocked will be displayed in the Kanban view.
- Show recently closed (days) is a numerical field that controls the number of days that completed tasks will be displayed when the Show completed in last ** days is ticked in the main Task Management screen.
- The Show weekends in calendar tick box determines if the calendar will display weekends by default.
