Task Center

The Task Center provides a unified interface for managing tasks across the Lucanet CFO Solution Platform and is accessible directly from the main menu.

Each task is assigned a unique task identifier (for example, T1234) for easy reference and tracking.

The Task Center can be found in the main menu of the Lucanet CFO Solution Platform and is displayed as follows, for example:

Displays the user interface of the Task Center. — User interface of the Task Center

In the Task Center, tasks are organized into two workspaces:

Workspace	Description
Active tasks	Displays all tasks with status To do or In progress.
Closed tasks	Displays all tasks with status Done or Canceled.

For each task, the following information is displayed:

Displays the task information that can be viewed for each task on the Task Center dashboard. — Task Information displayed on the Task Center dashboard

Priority

: Labelled with the respective priority icon (see

Creating a Task

for details)

Status

: Labelled with the respective status icon (see

Creating a Task

for details)

Title

: The title of the task

Link

: Displayed if a link is attached to the task

Tags

: Displayed if tags have been added to the task

Due date

: The due date for the task

Assignee

: Displayed as an icon. When you hover over the icon, the user’s name is displayed.

You can filter the task list using the Filters button:

Displays the Filters menu with available filter options for Priority as an example — Filter options in the Task Center

The following filter options are available:

Assigned to me

: Displays only tasks that are assigned to you

Created by me

: Displays only tasks that you have created

Status

: Filter by task status

Priority

: Filter by priority level

Privacy

: Filter by public or private tasks

Tag

: Filter by specific tags

Assignee

: Filter by assigned user

Created by

: Filter by the user who created the task

To create a task, click the + New task button. The dialog for creating a new task is displayed as follows:

Displays the dialog for creating a task — Dialog for creating a task

The following options are available:

Name or brief description of the task (required, maximum 40 characters)

Additional details or context for the task

Responsible user for the task. The default assignee is the task creator.

The current status of the task. The following options are available:

The priority of the task. The following options are available:

The due date for the task, which can be selected from a calendar window

Tags for categorizing the task. Currently, licensed solutions are available for selection as tags, and multiple tags can be selected.

Toggle to set the task as private or public(default: public)

Public tasks

are visible and editable by all users.

Private tasks

are visible and editable only by the task creator, the assigned user, and platform administrators.

You can also add file attachments and links when creating a task by switching to the File attachments or Links tab. For details on adding and managing attachments and links, see Attachments.

Click Create task to save the task. The task will be displayed on the dashboard, and the assignee will receive an e-mail notification.

To manage a task, click the desired task on the dashboard. The task details page will be displayed as follows, for example:

Screenshot showing available actions and activity log for a task — Options for managing a task

The following options are available on the task details page:

Click the relevant area within the task details to edit the task. Editing works in the same way as when creating a task.

When a task is edited, the reporter and assignee may be notified based on who made the change and their individual notification preferences configured in the Notifications section (see Configuring Notification Preferences).

The Activity section provides a complete history of the task, including all actions performed, changes made, related users, timestamps, and other relevant task events.

Use the Copy task link option in the context menu of the icon next to the task identifier to copy the task link to your clipboard.

Use the Delete task option in the context menu of the icon next to the task identifier to delete the task.

Only the task creator and platform administrators can delete tasks.

The Attachments area on the task details page shows all files and links associated with the task and is displayed as follows, for example:

File Attachments

You can attach files to tasks to provide additional context or documentation. Files can be added when creating a new task (via the File attachments tab) or added later on the task details page.

You can upload up to 10 files per upload session. Supported file formats: .pdf, .jpg, .png, .docx, .xlsx.

Click the + button in the Attachments area.

Select the File attachments tab.

Drag and drop files into the designated area, or click choose a file to select files from your device.

Click Save.

Click the icon next to the file and select Download or Remove to download or remove file attachments.

Links

You can add multiple URL links to tasks to reference external resources or related content. Links can be added when creating a new task (via the Links tab) or added later on the task details page.

Click the + button in the Attachments area.

Select the Links tab.

Enter the URL.

Click Add link or press Enter to save the link. If necessary, add more links.

Click Save to save the link(s).

To manage links:

Click the icon next to a link and select one of the following options:

Open

: Opens the link in a new browser tab

Edit

: Allows you to modify the URL

Remove

: Deletes the link from the task

Last updated on Aug 16, 2023

Overview

Navigation

Viewing Tasks

Filtering Tasks

Creating a Task

Task title

Description

Assignee

Status

Priority

Due date

Add tag

Private

Managing a Task

Edit task

View task activity

Copy task link

Delete task

Attachments

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