Actions from the Search Section
After a search you can perform different actions on the templates or tasks.
Important
The actions that are displayed depends on the search criteria. You will not have every action for every search result.
Actions for templates
Action | Description | Condition |
|---|---|---|
Run | Run the template and start a task. You are redirected to the task execution page. | Member with the security rules Template - Read, Jobs - Write and Web UI - Tasks. Only if the member is the assignee of the task and that the task is run for the first time. |
View | View the template. You are redirected to the section. | All members. |
Assign | The selected user becomes the assignee. | Assigner/assignee. |
Bookmark | Bookmark the template. A star is displayed next to the template. | All members. |
Clear Bookmark | Remove the bookmark on the template. The star next to the template is removed. | All members. Only if the template is bookmarked. |
Duplicate | Member with the security rule Task - Write and/or Template - Write. | |
Export | Export the data of the template in an Excel file. An Excel document is downloaded on your device. | Assignee/team members. |
Template report | Generate a report for the template. A report is downloaded on your device. | Assignee/team members. |
Delete | Delete a template. A warning window opens. Click on to confirm and refresh the template list. | Member with the security rule Task - Write and/or Template - Write. |
Preview | Preview the template. | All members. |
Actions for tasks
Action | Description | Condition |
|---|---|---|
View | View the the task. If there is no task, the system shows the template. | All members. |
Continue | Continue a task. | Assignee. |
Release to Task Queue | Release the task to the task queue. The task is available again in the task queue. Team members in the task queue can pick up the task. | Assignee. |
Force release to Task Queue | Release the task to the task queue. The task is available again in the task queue. Team members in the task queue can pick up the task. | Assigner. |
Reassign | Reassign the task to another member. | Assigner/assignee. Except if the task is sealed. |
Mark Done | You can add a comment and mark the task as done. | Assigner/assignee. |
Convert to Template | Convert the ad-hoc task into a template. You are redirected to the section. | Members with the security rule Template - Write. Only for ad-hoc tasks. |
Archive | The task is removed from the planning and from the inbox of the assignee. | Member with the security rule Special Rights - Archive. |
Task Report | Generate a report for the task. A report is downloaded on your device. | Member with the security rule Reports - Write. |
Pick Up | Pick the task up. The task is added to the member Inbox. | Assignee. |
Pick Up And Run | Pick the task up and run the task. You are redirected to the task execution page. | Assignee. |
Bookmark | Bookmark the task. A star is displayed next to the task. | Assignee/team members. |
Clear Bookmark | Remove the bookmark on the task. The star next to the task is removed. | Assignee/team members. Only if the task is bookmarked. |