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Tasks

Modified on Mon, 16 Jan 2023 at 11:36 AM

The Tasks view shows you the tasks that have been generated for the specific period and their associated status such as initialised, running, completed etc.

1. These shortcuts are saved filters and provide a quick way to see only Account Reconciliation or Closing tasks, for example.

2. The period whose documents you are viewing and the navigation to scroll through past and future periods.

3. This is the main content view which shows the task:

  • Company code
  • Process code
  • Task name
  • Start time
  • End time
  • Status

4. This is the standard page navigation.

5. Note that from 22.2 it is possible to configure this content for each customer (not each individual user) to include, for example, Aico document template codes. Drop down the list of parameters and click to tick the ones you want to display. If you then press Save you will affect the view for all Users.

On the far right-hand side, you will see the filter icon. When pressed, it will open the filter pane.

Each box has a drop-down menu so you can search for documents in a very specific and targeted way.

You can choose more than one value for each filtering category.

If you want, you can save your filters as shortcuts which then appear on the top of the tasks page.  This is done by saving the filter criteria against a shortcut name.  If you tick the "Common" checkbox, then this shortcut will be available to all Automation manager users.

Once saved, the shortcut will appear under the Own Lists drop-down.  Once on that list, click the star next to the shortcut to lock it to the top bar and it will turn yellow.

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