Search for Tasks

Use Task Manager to locate tasks assigned to a user by date range. Tasks are divided into Scheduled and Completed tabs. You can complete a task, mark a task as important, show the task on the map, route tasks, and cancel the task from the Scheduled tab. If you are signed in as the Assigned To user, you can reorder your task sequence by using the drag and drop function.

PREREQUISITES:

  • The first time you open Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.
  • Users must have the View permission selected under Case Admin > Business Case in Admin to see tasks. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

The assigned to and time period are automatically filtered for today's date and the current user, but can be updated.

  1. To change the user, click All Filters and select a different user from the drop-down list.

  1. To change the date range, click All Filters and select a different time period from the drop-down list. The date range can be filtered by:
  • Today: This shows any tasks with a target start date of the current date.
  • This Week: This shows any tasks with a target start date within the current week.
  • This Month: This shows any tasks with a target start date within the current month.
  • This Year: This shows any tasks with a target start date within the current year.
  • Custom Date Range: This shows all tasks with a target start date and target end date selected by the user.
  1. Click Save.

TIP: You can remove the Assigned To filter to search for results based solely on the Date Range.

The search results automatically update based on the criteria entered.

You can refine your results further by selecting the type of task you want to view.

  1. Click the column icon to open the list of available columns. Select the check box by Task Type.
  2. Click the column icon again to close the list.

  1. Enter the task type in the search field. There are three task types available: Review, Inspection, and Hearing.

Results matching your search criteria display.

See Task Manager Fields for an explanation of the Task Manager panel fields