Task Contacts

The Task Contacts window consists of two panes. In the left pane, the contact statuses are shown as a tree branches, with the tasks they involve presented as leaves, defined in advance in Contact Statuses and Task List windows.

The right pane contains the table with data about contacts.

There are the following buttons on the toolbar:

The Current Tasks Current Tasks button screenshot button opens the window of the same name.

The Create Reminder Create Reminder button screenshot button opens the Reminder window.

The Reminders History Reminders History button screenshot button opens the Reminders History window.

Task Contacts windows

Whenever a new record is created for the contact, the user is asked: 'Should we apply standard contact processing chain via "Task Statuses" schema to the card we are creating?' and if the answer is positive, the contact's record is automatically placed into the standard contact processing chain, which must be defined in advanced via Contact Statuses and Task List lookup tables, opened via respective menu items, and just these records we see in the My Tasks window.

During the new Contact's Business Card creation, the new record not linked to any task is marked with green color and is displayed in all the task branches.

An auxiliary toolbar contains more buttons:

The Go to Card Go to Card button screenshot button serves for jumping to the active record's Contact Businesscard (pointed to by cursor)

The Back Back button screenshot button serves for returning the record for the Contact's Businesscard one task back.

The Forward Forward button screenshot button serves for moving the record for the Contact's Businesscard into the next task.

The Duties Handover Duties Handover button button opens the respective window of the same name.

Duties Handover window

The Duties Handover window serves for switching the assignee, e.g. the person responsible for following up the given Contact's Businesscard. Choose the new responsible person from the dropdown list, and, if needed, place a checkmark in the Create a simple task (reminder) checkbox, in which case the new assignee will receive the notification about the card's handover to him/her.

The Link Contact to Task Link Contact to Task button button allows for associating a given contact with any given task. To do that, select a branch in the Tasks Tree, then select the desired contact in the table on the right, then click on the Link Contact to Task button button. Once confirmed, the changes become active.

The Task Start Date Task Start Date button screenshot button serves for editing the date the task should start.

The Task Completion Date Task Completion Date button button serves for editing the date the task should be completed by.

The Contact History Contact History button button opens the Contact Handling History window which shows the summary log of actions performed for the current contact.

The Show non-participants checkbox Show non-participants checkbox screenshot allows for showing contacts who do not participate in the standard processing chain via the "Tasks and Statuses" schema.

The Responsible Person dropdown menu  allows for filtering the contacts list by username.

The Contact # entry field Contact # allows for locating the contact by its number. Enter the numeric ID of the contact's Business Card and press Enter on your keyboard.