Task & Calendar Views

Task & Calendar Views

Once you enter your tasks, you have a variety of options in terms of how you view those tasks. Each Task & Calendar View in Procorem offers a different look at either single projects, your tasks, or tasks across a variety of projects simultaneously.

WorkCenter Task Screen

The primary location to view tasks for a single project is within the WorkCenter itself. To access the WorkCenter Task Screen, simply head to the WorkCenter you would like to review. Once in the WorkCenter, select the Tasks link on the left hand navigation menu.

Once in the Task Screen, you have a variety of options to sort and filter tasks. To select your view, click the View tab in the upper left of the screen. This will drop down four view options: Task Group, Task Status, Assignee, and Due Date.

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View: Task Group

The first view option you have is Task Group. This will sort all your tasks by the predetermined Task Groups you have selected. To learn more about setting Task Groups, please review the Creating and Managing Tasks Help Center article.

Procorem Note: To minimize any section on the Task View, simply select the arrow on the right side of the task group header.

 

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View: Task Status

The Task Status View will sort your tasks across five core statuses: New, Pending Prior Task Completion, Pending Assignees, Pending Approval, and Complete.

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View: Assignee

If you would like to see all your project tasks by the person the task is assigned to, select the Assignee View.

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View: WorkCenter Role

To see all the tasks sorted by the Assignee’s WorkCenter or project role, just choose the WorkCenter Role View.

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View: Due Date

The final view option is to sort all your tasks by their respective due dates. Due date will sort the earliest tasks first and then group them into four categories: Overdue, Coming Soon, Future, and Completed.

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Show Completed

Often times you want to focus on the task that are still active, not ones that have been completed. If you would like to remove all the Completed tasks from the Task Screen, make sure the Show Completed button is greyed out by clicking on it directly.

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Show Details

The Task Screen will provide you with a number of details around each task. Included for each task on the Task Screen is:

  • Title of task
  • Assignees
  • Approvers
  • Due date
  • Status
  • Creation date
  • Number of reminders (indicated by the clock icon)
  • Number of followers (indicated by the people icon)

Task-Details

While this information is very helpful, it does take up a bit of space on the screen. You have the option of minimizing the details to just show:

  • Task title
  • Due date
  • Task status
  • Number of reminders
  • Number of followers

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Regardless of whether you show details or not, you can always finish and approve your tasks right in the Task Screen.

WorkCenter Calendar View

Calendar Views in Procorem allow you to see all you tasks in an easy to recognize view. Depending on where you are in Procorem (Account, WorkCenter or My Calendar view) you will see a different assortment of tasks.

To see the WorkCenter Calendar View, first head to the correct WorkCenter then select the Calendar link in the left hand navigation menu. Once selected you will be placed in the Calendar View.

 

With the Calendar View, tasks that are overdue will be marked in red, tasks completed will be crossed out, and tasks coming up will appear in a standard font. To go into the Task Details page from this screen, simply click on the task itself.

At the top of the screen you will see arrows to help navigate and the ability to sort the calendar by Month, Day and Week.

Procorem Note: Tasks will appear on the Calendar View once a Due Date is assigned. Tasks with both a Start Date and Due Date will appear stretched between the two dates.  Tasks with no due date will not appear in the Calendar View.

Account Tasks View

If you are looking for a view of tasks across multiple projects or WorkCenters, head to the Account Tasks screen. The Account Tasks provides you a view of tasks on all WorkCenters you have access to across that Account. If you are not on a WorkCenter, you will not see any tasks associated with that WorkCenter in this screen.

To head to Account Tasks, first head to the Account for which you would like to view tasks. An easy way to do this is to use the Breadcrumbs on the top of the screen.

Breadcrumbs

You can also head to the Home Screen and select “My Accounts”.

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Once in the Account View, select the Account Tasks from the left hand navigation menu.  Once selected you will be placed in the Account Tasks screen.

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From here you can filter tasks by user, and whether that user is an Assignee, Approver or Creator. You can also sort the columns (WorkCenter, Task Title, Status, Due Date, Assignees, and Approvers) to help you get to the key task details.

Account Calendar View

In the same area as Account Tasks, you can access the Account Calendar screen. The Account Calendar will show you all the tasks in a calendar view across all projects or WorkCenters under a single account. To get to this view, just click the “Account Calendar” link on the left hand navigation menu.

Once in the screen, every task will have a standard naming structure to provide you key information about the task. It will be led with WorkCenter Name – Task Name.

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My Tasks

If you are looking for all tasks for which you are an Assignee, Approver or Follower, look no further than the “My Tasks” section. You can find my tasks at any time on the left hand navigation panel from the Home Screen.

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Once in the My Tasks section, you can filter tasks on which you are an Assignee, Approver or Follower, You can also filter by Overdue, Coming Soon and Future tasks.

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By clicking on the task, you will be placed in the Task Details screen for that particular task.

My Calendar

Just like My Tasks, My Calendar will show you all tasks you are involved in, but in a Calendar View.  My Calendar is located in the left hand navigation panel next to My Tasks.

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