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Glossary

Task Center in the Lucanet CFO Solution Platform

Overview

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:

Shows the Task Center in the CFO Solution Platform with the 'Active tasks' and 'Closed tasks' workspaces and the details of the task 'Task 3', including 'Assignee', 'Due date', 'Status', 'Priority', 'Private', 'tags', the 'Attachments' area, and the 'Activity' section. Highlighted in red is the 'Task Center' entry in the main menu.
User interface of the Task Center

Viewing Tasks in the Task Center

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

WorkspaceDescription
Active tasksDisplays all tasks with status To do or In progress.
Closed tasksDisplays all tasks with status Done or Canceled.

For each task in the Task Center, the following information is displayed:

Shows the task list in the 'Active tasks' workspace of the Task Center with the tasks 'Task 3', 'Task 1', and 'Task 2', each with its priority icon, status icon, title, tags such as 'ESG Reporting', due date, and assignee icon. Highlighted in red is the task list.
Task information displayed in the Task Center task list
  • Priority: Labelled with the respective priority icon. For more information, see Creating a Task in the Task Center.
  • Status: Labelled with the respective status icon. For more information, see Creating a Task in the Task Center.
  • 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.

Filtering Tasks in the Task Center

You can filter the task list in the Task Center using the Filters button:

Shows the 'Filters' menu in the Task Center with the options 'Assigned to me', 'Created by me', 'Status', 'Priority', 'Privacy', 'Tag', 'Assignee', and 'Created by', and the opened 'Priority' submenu with 'No priority', 'Low priority', 'Medium priority', 'High priority', and 'Urgent'. Highlighted in red are the 'Filters' button and the filter options.
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

Creating a Task in the Task Center

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

Shows the dialog for creating a task in the Task Center with the 'General details', 'File attachments', and 'Links' tabs, the 'Task title' and description fields, the options 'You', 'To do', 'No prior...', 'Due date', 'Add tag', and 'Private', and the 'Create task' button.
Dialog for creating a task

The following options are available:

Task title

Name or brief description of the task. This field is required and can contain up to 40 characters.

Description

Additional details or context for the task

Assignee

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

Status

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

Shows the task status options 'To Do', 'In progress', 'Done', and 'Canceled' in the Task Center.
Task status options

Priority

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

Shows the priority options 'No priority', 'Low priority', 'Medium priority', 'High priority', and 'Urgent' in the Task Center.
Priority options

Due date

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

Add tag

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

Private

Toggle to set the task as private or public; the default is 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 more information on adding and managing attachments and links, see Attachments.

Click Create task to save the task. The task is displayed in the task list, and the assignee receives an e-mail notification.

Managing a Task in the Task Center

To manage a task in the Task Center, click the desired task in the task list. The task details page is displayed as follows, for example:

Shows the task details page in the Task Center with the context menu of the task identifier 'T1' containing 'Copy task link' and 'Delete task', the 'Attachments' area, the 'Activity' section, and the task properties 'Assignee', 'Due date', 'Status', 'Priority', 'Private', and 'Tags'. Highlighted in red are the three-dot icon, the context menu, the 'Attachments' area, and the 'Activity' section.
Options for managing a task

The following options are available on the task details page:

Edit task

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).

View task activity

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 Three-dot icon icon next to the task identifier to copy the task link to your clipboard.

Delete task

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

Only the task creator and platform administrators can delete tasks.

Attachments

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

Shows the 'Attachments' area on the task details page in the Task Center with two files and two links, and the opened dialog with the 'File attachments' and 'Links' tabs, the 'choose a file' option, the supported formats '.pdf, .jpg, .png, .docx, .xlsx', and the 'Cancel' and 'Save' buttons. Highlighted in red is the 'Attachments' heading.
'Attachments' area on the task details page

File Attachments

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

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

To add file attachments to an existing task:

1

Click the + button in the Attachments area.

2

Select the File attachments tab.

3

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

4

Click Save.

Click the Three-dot icon 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 on the Links tab when creating a new task, or later on the task details page.

To add links to an existing task:

1

Click the + button in the Attachments area.

2

Select the Links tab.

3

Enter the URL.

4

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

5

Click Save to save the link(s).

To manage links:

Click the Three-dot icon 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

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB6749961

Last updated on Oct 8, 2026

Table of Contents
OverviewNavigationViewing Tasks in the Task CenterFiltering Tasks in the Task CenterCreating a Task in the Task CenterManaging a Task in the Task CenterAttachments
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