Microsoft Dynamics NAV 2018 User Task

Introduction

User Tasks is a one of the new feature added in Microsoft Dynamics NAV 2018.

In this you can create the tasks for yourself and assign tasks to others or be assigned a task by someone else in your Company and you can set an expiration date, create a recursive task.

User Task Functionality:

• Reminds the work to be done
• You can assign tasks to yourself or others
• Set start date / due dates if needed.
• You can Link the:
• List pages
• Reports
• We can make recurrence for monthly, weekly, quarterly, or annual tasks
• Set priority (High, Medium, Low)
• You can view and manage the assigned tasks from Role Center

Image - WindowsClient

 

Image - WebClient

Pre-requisites

·         NAV 2018 (web client / windows client)

Steps to create a new User Task

1.      Process

When you clicked on the tile under the My User Tasks, it opens up a list page,

You can also go to user tasks from DepartmentsàAdministrationàApplication SetupàUsers

Click on ‘New’ button for adding a task.

When you click on the new button it opens up a card page to enter the details about the task.

Enter a Subject, Task Description, Due Date, Start Date, and Priority. enter a ‘User Assigned to’ and optionally use the ‘Link Task to:’ of Page or Report and Set the Report or Page the task should be linked to.

We can also create a recurring task by clicking on ‘Recurrence’ action.

Enter the ‘Recurring Start Date’, a formula for the repeating the task and the number of occurrences and click ‘OK’.

In this example, we want this task to be performed monthly for this year, starting on 1/31/2019.

When you gave the occurrences as 12 it will create a new 12 tasks from the recurring start date.

After Click ok, the tasks now show on the ‘Pending User Tasks page’ sorted by Due Date.

We can also edit and modify the task, such as changing the user the task is assigned to, the % Complete, the Priority or the Due Date.

1.    Post Process:

We can make the task as complete manually by selecting ‘Mark either from the Pending User Task List or from Card view.

After clicking on the Mark Completed the %Complete value will be changed to 100.

Task will be hided from the list view when the task completed.

 When we return to our Role Center, we can see only remaining tasks.

In our example we return to our Role Center, we can see 11 tasks remain.

Author

Sainath Perumalla

Canarys Automations Pvt Ltd