Tasks

This screenshot showcases the Project Management page of InterVal, which provides an overview of tasks and their status across various valuation projects. The page is divided into different sections, allowing managers to track and assign tasks efficiently.

Review the numbered labels on the screenshots below and read the associated text to learn more about the different features on this page

Task Management Page (All Tabs)

1. Export Button: Opens a modal window that allows you to export data in various formats (xls, csv, etc.)

2. Filters: Allows the user to filter agencies, users, or task types

3. Reset Button: Resets the applied filters

4. Modules: Displays the number of assignments, ongoing valuations, completed tasks, and uncompleted tasks

5. Current Tasks Tab: Provides access to the list of current tasks to be completed, along with pertinent details

6. Search Refinement: Allows refining the search within the current tasks

7. Current Tasks Table: Shows a list of tasks to be completed, including assignee, assignment details, valuation process, property, and expected completion date

8. Assignee: Displays the assignee for the task; clicking on the picture shows the assignee user details

9. Action Buttons: Includes buttons to view task info, edit assignee and completion date, and direct access to the task dashboard for each task record

10. Upcoming Tasks Tab: Provides access to the list of upcoming tasks

11. Upcoming Tasks Table: Shows a list of upcoming tasks along with the same details shown in the current tasks table

12. Upcoming Task Actions: Includes the same action buttons as the current tasks table but without a direct link to the task dashboard

13. Completed Tasks Tab: Provides a list of completed tasks, along with details

14. Completed Tasks Table: Shows a list of completed tasks with the actual completion date instead of the expected completion date

15. Completed Task Actions: Includes only the info button for viewing task details

This modal window appears when clicking on the Export Button (#1 above) in Screenshot 1. It allows users to customize the data they want to export from the Project Management page.

Tasks - Export Modal

1. Close Button: Closes the Export Tasks modal window

2. Agency Dropdown: Selects a specific agency for which tasks should be exported

3. Assignee Dropdown: Selects a specific assignee for which tasks should be exported

4. File Format: Allows the user to select the export file format, either CSV or XLS

5. Completion Status: Filters tasks based on their completion status (to do, upcoming, or completed)

6. Filter Start Date: Allows the user to select the start date for the list of task data to be exported

7. Filter End Date: Allows the user to select the end date for the list of task data to be exported

8. Filter by Task Type: Allows the user to select specific task types to be included in the export

9. Project Manager: Allows the user to select a specific project manager and the export task daa related only to this project manager

10. Data Fields: A set of data fields available for export; users can check the boxes to include the desired fields

11. Export Button: Initiates the export process based on the selected criteria