The task list is where you can go to find out what you and other members of your practice have got in progress right now. It also allows you to search for completed tasks so you can track what has been already done.
Open the task list by going to Work > Your tasks
On the list you can then order the tasks using the column headings, such as client, start and due date.
You can also filter the task list, to show you tasks relating to certain types of job, time period, assigned user and status.
Once you've applied ordering or filters, you can save the view of the task list so you can come back to it quickly later.
Click on Custom view > Save view as
Name your view and click OK.
Your saved task list view will now be stored under the Work menu
How do I bulk complete tasks?
You can bulk complete tasks in Senta via the Your task list. To do this, go to the Work menu and open the Your task list.
Next, select the tasks that you would like to bulk complete and click More actions.
Click Complete tasks.
The complete tasks option doesn't apply to all task types.
We can use this option to bulk complete the Manual tasks or to mark certain tasks as Already done. Marking tasks as already done will not actually complete the task for you, it will just mark them as already having been done. If you are looking to automatically complete tasks in bulk, you can assign them to Senta.
The tasks that can be marked as Already done in bulk using the Complete tasks option are:
- Send email
- Send text message
- Send notification
- Upload documents
- Kick-off another job
- Generate a Word document
- Call a web URL
- Electronic signing
Here are task types that cannot be completed using the Complete tasks option:
- Fill in a form
- Set a field value
- Cancel jobs
- Add note
You can bulk uncomplete tasks via More actions > Uncomplete tasks.
How do I bulk cancel tasks?
You can bulk-cancel tasks via the Your task list. To do this go to the Work menu > Your tasks > Select tasks that you would like to bulk cancel > Click More actions drop-down > Uncomplete tasks.
To uncancel tasks, follow the steps from the instructions above and select Uncancel tasks instead.