The tasks screen is where users responsible for activity steps find the records that require action, ensuring they can track and monitor their pending items.
In the top menu, click on "Tasks":
The screen will display the workflow steps where you have pending tasks, including:
Occurrences
Immediate Actions
Cause and Planning
Implementation
Effectiveness
Steps with pending tasks will show the quantity next to the description. For example, if the Cause and planning step shows the number "03," it means you have 3 Cause and planning tasks awaiting your action. To access these tasks, simply click on the corresponding tabs:
To facilitate searching for specific tasks, you can use the "Filter" option, located in the upper right corner of the tasks screen:
Upon clicking, a panel will be displayed with fields appropriate for each step, where you can use one or more filters to refine your search:
At the bottom of the screen, the system displays a legend with colors indicating the deadline status of each task:
With this information, you can track and prioritize tasks more quickly.