Select or Create a Task for the Project

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EQuIS 7  >>  EDGE > Standard Operating Procedures >

Select or Create a Task for the Project

Task selection in EDGE is used for two purposes:

 

To filter visible data

To associate newly entered data with the selected task

To associate newly entered data with a task, when required by the format.

 

Task Creation

 

A new task in EDGE can be created by clicking the New Task button on the main menu.

 

New Task

New Task

 

If the current EDD contains no tasks, a new task can also be added by clicking the Add button in the Task Chooser/Filter control.

 

25296-TaskChooser

 

The following form will be shown, allowing new task creation (order and number of columns depends on format used).

 

25296-AddTaskManager

 

Notes:

The value entered in Task Code must be unique and its length cannot exceed the limit set in the format.  EDGE will enforce both constraints, displaying a warning if the value is invalid.

Newly created task will be automatically selected.

 

Task Selection

 

Task selection is performed on the task chooser/filter control by clicking the task code. Any new task dependent data will be associated with the currently selected task.

 

The following image shows an EDD with three (3) tasks, Task 2 being the one selected.

 

25296-Task2

 

Note: EDGE allows only one task to be selected.

 

If the current EDD has task(s) defined, but no task is selected when entering data, EDGE will prompt the user to select a task when a new data row is being added into the data tab requiring a task. At that time, the user can either select an existing task or create a new one.

 

25296_CreateOrSelectTask

 

Task Filtering

 

EDGE can filter down the EDD data for a subset of tasks present in the EDD. The list of filtered tasks can be defined via the Task Chooser/Filter control. Clicking the Selection (Filter) button will show the form, allowing a selection. Clicking the Show All button disables filtering and resets the task selection.

 

25296-FilterButton

 

25296-SelectTask_

 

25296-Selection

 

Note: The Selection (Filter) button displays the total number of tasks as well as the number of currently selected tasks. If there are no tasks, the Selection (Filter) button will be replaced by the Add button, allowing the user to add a new task.