Dismissing Tasks

Dismissing tasks is simply hiding them from My Tasks list views for a specified period.

For example, a user might be working on a 10 days’ task but knows that the task needs to be revisited in 3 days and not before that. In that case, a task can be dismissed and hidden from My Tasks for 3 days.

The following rules apply:

1. Only In Progress tasks can be dismissed.
2. Dismissal is effective only for a specified, finite period.
3. A task cannot be dismissed beyond its expected completion date.
4. Dismissal can be cleared at any time.
5. Currently dismissed tasks are shown in My Tasks Including Dismissed list view.

Tasks can be dismissed as follows:

From tasks list views

1. Select Work Orders Task from the app launcher, home page, or the top menu.
2. Select the list view (e.g., Engineering, My Tasks or others).
3. Select dismiss option:
   • Dismiss until — enables task dismissal until a specified date/time (e.g., until Monday 3/19 5:00PM),
   • Dismiss for — allows task dismissal for a specified period (e.g., for three days),
   • Clear dismiss — clears dismiss settings and makes the task appear in the My Tasks view.

   

4. Click Dismiss to confirm.

From task details

This option is typically used when task details have already been opened (e.g., as a search result):

1. Open task detail view.
2. Choose Dismiss action the top right side of the view.

From task execution chart

1. Open a work order (or any task in the work order) and select the Execution Chart tab.
2. Make sure that the execution chart is in Kanban or List mode.
3. Check tasks to start.
4. Select Dismiss from the drop-down menu at the bottom of the chart.