---
title: "Task Center"
description: "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."
source_url: https://support.lucanet.cloud/en/documentation/global-functions/task-center
language: en
last_updated: 2023-08-16
---
# Task Center

## 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.

## Navigation

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

User interface of the Task Center

## Viewing Tasks

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:

Task Information displayed on the Task Center dashboard

- **Priority**: Labelled with the respective priority icon (see [Creating a Task](https://support.lucanet.cloud/en/documentation/global-functions/task-center/.md#prio) for details)
- **Status**: Labelled with the respective status icon (see [Creating a Task](https://support.lucanet.cloud/en/documentation/global-functions/task-center/.md#status) 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.

## Filtering Tasks

You can filter the task list using the **Filters** button:

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

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

Dialog for creating a task

The following options are available:

#### Task title

Name or brief description of the task (required, maximum 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:

Task status options

#### Priority

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

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**(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](#attach).

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

## Managing a Task

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

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.

{% info-box %}
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](https://support.lucanet.cloud/en/documentation/global-functions/notifications.md#pref)).
{% /info-box %}

#### 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 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 icon next to the task identifier to delete the task.

{% warning-box %}
Only the task creator and platform administrators can delete tasks.
{% /warning-box %}

### Attachments

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

'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 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.

{% stepper %}
{% stepper-step %}
Click the **+** button in the **Attachments** area.
{% /stepper-step %}
{% stepper-step %}
Select the **File attachments** tab.
{% /stepper-step %}
{% stepper-step %}
Drag and drop files into the designated area, or click **choose a file** to select files from your device.
{% /stepper-step %}
{% stepper-step %}
Click **Save**.
{% /stepper-step %}
{% /stepper %}

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.

{% stepper %}
{% stepper-step %}
Click the **+** button in the **Attachments** area.
{% /stepper-step %}
{% stepper-step %}
Select the **Links** tab.
{% /stepper-step %}
{% stepper-step %}
Enter the URL.
{% /stepper-step %}
{% stepper-step %}
Click **Add link** or press **Enter** to save the link. If necessary, add more links.
{% /stepper-step %}
{% stepper-step %}
Click **Save** to save the link(s).
{% /stepper-step %}
{% /stepper %}

**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