Tasks status view

Tasks are natively part of mission and provide direction when necessary information is required of a mission participant.Tasks are created by mission analysts, owners, and Responder users with the appropriate permissions. The task status overview page helps configure certain task capabilities, veiw task operations in real time, and even create or edit tasks without needing to utilize Mission Analyst.

Tasks tab

The  Tasks tab on the Mission Details page displays all mission tasks by default. The list of mission task displays the following information by default:

• Title
• Type
• Status
• Due Date
• Last Updated Date

Additionally, these columns can be expanded to show:

• Report
• Description
• Notes

ArcGIS Mission does not require tasks to have types but allows users to create specific task types to best suit the tasking feature to organizational workflows. For example, if there are a group of tasks centered around "Safety", every task with the "Safety" type could be assigned to separate tasks into more manageable categories or types. For information about updating tasks, see View the tasks feed.

Task Statuses panel

In the Task Status panel, a count of all tasks is displayed and sorted by their status. Each status provides a quick count of these task statuses to help mission analysts manage tasking more effectively. To filter the tasks by status, select one or more statuses. To remove the filter, click the highlighted statuses. As the statuses are selected, the tasks with the selected statuses will appear on the task table.

Create task types

By default, a mission has no task types, and the default value is none. There are multiple ways to create a task type. Owners and Administrators can enable mission leads to designate new task types during task creation. There is no limit to the number of task types that can be created and they can ve added or deleted as needed.

To create task types, complete the following steps:

1. Open Mission Details.
2. Click the  Tasks tab.
3. Click the in Task Types.
4. Click Update .

   Manage Task Types dialog appears.

5. Click Add and provide a task name.

   Repeat this step to add additional tasks.

6. Click Save to close the window.

   Manage Task Types dialog closes, and the new task or tasks are added to Task Types in the Mission Details

Allow mission leads to create task types

To allow mission leads to create task types, complete the following steps:

1. Open Mission Details.
2. Click the  Tasks tab.
3. Click the in Task Types.
4. Click Settings .

   Task Type Settings dialog appears.

5. Click Allow mission leads to create new task types.
6. Click Save.

   Mission leads are now able to create new task types when creating a new task in the Actions panel.

Create tasks

Some missions will require the creation of tasks prior to making a mission active. Tasks can be created ahead of or during mission from the Tasks tab.

To create a new task, complete the following steps:

1. Open Mission Details.
2. Click the  Tasks tab.
3. Click Create in the task pane and select New Task.

   The Create Task dialog opens.

4. Enter the following information:
   • Title (required)
   • Location
   • Type
   • Assignee
   • Status
   • Report
   • Due Date
   • Description
   • Priority
5. Click Create.

   The task is created and is added to the tasks list in Mission Details.

Note:

The only required field is a task Title. All other fields are optional.

Create tasks from a CSV

Some missions may have the same core tasks that will need to be accomplished prior to the start of a mission. To save time and allow uniformity, these tasks can be saved to a .csv and then uploaded in a bulk operation. To create tasks in bulk, perform the following:

1. Open Mission Details.
2. Click the  Tasks tab.
3. Click Create.
4. Select Upload.csv.

   Upload Tasks dialog opens.

5. Click Download Template.

   ArcGIS_Mission_Task_Template.csv is downloaded to your system.

6. Open the downloaded template file and add values for the following fields:
   • Title (required)
   • Description
   • Notes
   • Priority
7. Save and close the .csv.
8. Drag and drop the modified .csv into the Upload Tasks dialog, or select Browse Files to open it.

   Note:

   Upload Tasks will validate the information in the .csv. Any invalid entries will be shown on the dialog. Correct these before continuing. Click Change File to go back a step and reselect the file after fixing issues.

9. Click Upload.

   The tasks are created and added to the tasks list in Mission Details.

View and sort tasks

There are several tools to aid in filtering, sorting and viewing tasks and their attributes.

Filter tasks

Tasks can be filtered in multiple ways, such as:

• Selecting a status type under Task Statuses to display only those tasks with the selected status.
• Selecting a task type under the Task Types to display only those with the selected task type.
• Entering a title in the search bar above the task pane will show only those tasks with the typed text in the title. (Search terms are case sensitive).

When you select the Filter icon, you can view tasks by:

• Assigned To
• Status
• Type
• Priority
• View of tasks by All Tasks, My Tasks, or Cached Tasks.
• Sort Tasks

Sort tasks

Tasks can also be sorted by selecting Sort, which allows users to sort the list of tasks by:

• Title
• Type
• Status
• Due Date
• Last Updated
• Priority

Tasks can also be sorted in ascending or descending order.

Column views

Tasks may have a lot of data associated with them in the various columns. By default the columns Title, Type, Status, Due Date, and Last Updated are populated in the task pane. If columns of data are desired to be displayed in the task pane, selecting the Show or Hide columns provides check boxes with options. The task pane can be one, several, or all choices. The only field that cannot be disabled for display is the Title.

Manage tasks

There are several ways to manage tasks. Managing a task may be caching it, where a task is no longer needed to be displayed or updating a task to edit or add information to an existing task. Selecting a task by its' radio button will open the manage button allowing a user to update or cache a task.

Selecting multiple tasks will also allow a user to cache all selected tasks. Additionally, selecting the ellipses at the end of each task will also let a user view, update or cache a task.