Tasks status view

Tasks are created by mission analysts, owners, and Responder users with lead permissions for mission participants to complete.

Tasks tab

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

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

ArcGIS Mission Manager 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 information about updating tasks, see View the tasks feed.

Task Statuses panel

In the Task Statuses panel, a count of all tasks is displayed, sorted by status. To filter the tasks by status, select one or more statuses. To remove the filter, click the highlighted statuses.

Create task types

By default, a mission has no task types, and the default value is none. You can create as many task types for a mission as necessary.

To create task types, complete the following steps:

1. On the Mission Details page, click the  Tasks tab.
2. Click the ellipses in Task Types.
3. Click Update.
4. Click Add and provide a task name.

   Repeat this step for all the tasks you need to add.

5. Click Save to close the window.

   Note:

   Users can allow mission leads to create task types by clicking the ellipses next to Task Types and turning on the toggle button. By default, mission leads cannot create task types.

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. Click Create in the task pane and select New Task.

   A new window opens.

2. Fill out the following information:
   • Title (required)
   • Task Type
   • Assignee
   • Status
   • Report
   • Due Date
   • Description
   • Priority
3. Click Create.

The created task displays in the task pane.

Note:

The only required field is a task title. All others 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. Click the drop-down arrow next to Create
2. Select Upload.csv. If you do not have a properly formatted .csv, select Download Template and fill out the following:
   • Title (required)
   • Description
   • Notes
   • Priority
3. Save the .csv once it is completed.
4. Drag and drop the .csv or select Browse Files and open it.
5. Upload the task .csv.

   Note:

   If there is an error in your task .csv, you will be alerted to the error and directed to fix it before being able to upload it.

6. All tasks will populate in the task pane if successful.

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 displays only those tasks with the selected status.
• Selecting a task type under the Task Types displays 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.

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

• Type
• Assignee
• Status
• Priority
• View of tasks by All Tasks, My Tasks, or Tasks that have been cached

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 have a lot of data associated with them in 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 a number of ways to manage tasks. Managing a task may be caching a task, 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 will open the manage button that will allow 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.