Task Center
Last updated on 2025-07-08
Overview
The Task Center provides a unified interface for managing tasks across the Lucanet CFO Solution Platform. You can easily create, organize, and monitor tasks in one place, directly from the main menu.
This article contains the following sections:
Viewing Tasks
In the Task Center, tasks are displayed in a structured list organized into three tabs:
Tab
Description
All
Displays all tasks in the Task Center.
Assigned
Displays only tasks that are assigned to you.
Created
Displays only tasks that you have created.
Within each tab, tasks are grouped by their status (for example, To Do, In Progress, Done, Canceled).
For each task, the following information is displayed:
- 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.
Creating a Task
To create a task, click the + New task button. This button is available in the top right corner of each tab. If there are no tasks on the selected tab, you can also use the + New task button in the middle of the page.
The dialog for creating a new task is displayed as follows:
The following options are available:
Option
Description
Task title
Name or brief description of the task
Description
Additional details or context for the task
Assignee
Responsible user for the task. The default assignee is the task creator. Any user can be selected from the drop-down list.
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.
Add link
A field to include a relevant link for the task
Click Create task to save the task. The task will be displayed on the dashboard, and the assignee will receive an e-mail notification.
- Task title and Assignee are required; all other options are optional.
- The Task title field has a maximum character limit of 40.
The following options are available:
Option
Description
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.
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.
Copy task link
Use the Copy task link option in the context menu of the three-dot-icon to copy the task link to your clipboard.
Delete task
Use the Delete task option in the context menu of the three-dot icon to delete the task.