Tasks
Tasks are activities that make up a process in Vanceo and may require a making a decision, completing information, or completing documents. As you complete tasks, the workflow moves toward completion.
The Tasks grid displays a list of all tasks.
- To display all your tasks, select
on the Dashboard to
access the Tasks grid. - To view details for a task, select
and View Details
on the Tasks grid. - To display all active and completed tasks for a
transaction, select for a transaction and
View Summary on the Transactions
grid.
- A
indicates that
data is not available. For example, a dash in stage
column or transaction ID on the Tasks grid indicates
data is not available for those items.