The Sub-Tasks function of the Task Management Tables section on the Datawarehouse tab of the Admin Page is available for Portal Administrators to manage Contract Sub-Tasks, which are associated with Tasks.  


Administrators can add, edit and delete Sub-Tasks using this function.


Availability

Only users with the Portal Administrator permission will have access to this function.


Navigation

Admin > Datawarehouse > Task Management Tables > Sub-Tasks


Sub-Task Maintenance Functions

The following functions are available when performing Sub-Task Maintenance



Properties of a Sub-Task

A Sub-Task contains the following editable properties:


  • Task Number
  • Sub-Task Number
  • Sub-Task Name
  • Description
  • Start Date
  • End Date
  • Extended Properties (Custom Attributes) *


* Extended Properties only available if Custom Attributes have been created for Sub-Tasks


The Sub-Tasks List

The Sub-Tasks List displays the Sub-Tasks that are defined for the iSite License.  The list will display the following information:


  • Task and Sub-Task
  • Start Date
  • End Date


How to Use the Sub-Tasks List

  1. Click on the Task Code/Sub-Task Code in the list of the Sub-Task you would like to edit.
  2. Click the Task Code / Sub-Task Code column header to sort records by Task Code and Sub-Task Code.
  3. Click the Sub-Task Name column header to sort records by Sub-Task Name.


Filtering the Sub-Tasks List

  1. To narrow the list results, enter a value in the Search box on the Toolbar then click the icon or press the Enter key. 
  2. Click the icon in the Search box to remove the filter.


Adding a New Sub-Task

  1. Click the Add New Record button in the toolbar.
  2. Fill in the appropriate information in the Properties section of the page.
  3. If there are Custom Attributes defined for Sub-Tasks, fill in the appropriate information in the Extended Properties section of the page.
  4. Click the Save Record button to create the new record, click the Save and Add Another to create the new record and stay on the screen to add an additional record or click the Cancel button to abort the creation process.


Editing an Existing Sub-Task

  1. In the Sub-Task List, select the record to be edited by clicking the Task Code/Sub-Task Code.
  2. Fill in the appropriate information in the Properties section of the page.
  3. If there are Custom Attributes defined for Sub-Tasks, fill in the appropriate information in the Extended Properties section of the page.
  4. Click the Save Record button to update the record or click the Cancel button to abort the creation process.


Deleting Sub-Tasks

Deleting a Sub Task is a permanent change and cannot be reversed.  Proceed with caution.


Deleting a Sub-Task

  1. In the Sub-Task List, select the record to be deleted by clicking the Task Number.
  2. Click the Delete This Record... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


Deleting Multiple Sub-Tasks

  1. In the Sub-Task List, click the check box next to each record that you want to delete.
  2. Click the Delete Selected Records... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.


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