You can use the worklist for tasks to select and display a list of tasks. For example:
You want to obtain an overview of all notification tasks that fulfill certain criteria.
You want to select the tasks that you are responsible for processing.
If you want to select notifications on the basis of partner functions:
im Customizing Partnerrollen definiert sein
Users or departments must be assigned to the partner functions
Choose
.The dialog box
Worklist: Tasks
appears.
If you want to create your own
personal
worklist, choose the
My worklist
tab page.
If you want to create a list of
all
tasks that meet certain selection criteria, choose the
General selection
tab page.
Enter the desired selection criteria.
If you want to |
Then |
Select only the tasks that are assigned to you for processing |
Set the
|
Select only the tasks that were created by you |
Set the
|
Select only the tasks that were completed by you |
Set the
|
Select only the tasks assigned to you as a specific partner (for example, in your capacity as an "author") |
Set the
|
Select tasks for notifications that were created within a specific time period |
Set the indicator:
|
Select tasks on the basis of a specific task code group, task code, or a selection profile |
Enter the desired code group, task code, or selection profile. |
Select tasks for specific notifications |
Enter the desired notification number(s) or notification type(s). |
Format the list display to meet your own specific requirements |
Choose the desired layout in the
You can store the following information in a layout:
|
Specify which criterion the monitor column in the list of tasks references |
In the list field
If you do not choose a reference field, the monitor column is not displayed.
For example, if you chose the desired start/end date as a reference field, the colors in the monitor column have the following meaning:
|
Select only the outstanding tasks |
Select the corresponding indicator on the
|
Select tasks that have been assigned specific partners |
Select the corresponding partner function in the list field on the
|
Select notifications that have been assigned specific partners |
In the
|
Note
If you always want to use the same selection criteria in your worklist, enter the desired data and choose
My defaults
.
Choose
Execute
.
The system displays a list of notifications that meet your selection criteria.
You can use the functions described below to process selected objects in the list further.
Function |
Procedure |
Switch between the
|
Choose the
|
Export list of tasks to MS Excel |
Choose
|
Display graphic |
Position the cursor on a column header text, select the desired objects in the list, and then choose
|
Initiate an outgoing telephone call (
|
Select a task and then choose
|
Display long text |
Select a task and then choose
|
Display or change notifications (branch to notification header) |
Select one or more objects in the list and then choose
|
Display or change tasks (branch to notification header) |
Select one or more objects in the list and then choose
|
Display a portfolio |
Position the cursor on a column header and then choose . |
Compare task processing times (requested start and end times) |
Select one or more objects in the list and then choose . |
Display report documentation |
Choose |
Print one or more notifications |
Select one or more objects in the list and then choose . |
Note
If you selected more than one object in the list, the system displays the first selected object in the list (in the display or change mode). When you have finished processing the first object, choose
. The next selected object is automatically displayed.