Task

What a row is. One task. Key columns: Task ID, Task Type, Title.

When you would use it. To manage work: open tasks by school, overdue follow-ups, everything assigned to one team, completed tasks with how long they took.

Data modules. Task Information (priority, status, due date, description, assigned site, case and case status, assigned form, roles and users, created by, completed by, created and completion dates, completion duration, original task, schedule setting, related task) · Site Information · Region Information.

Filters. TASK (Task Type — General, Submit, Schedule, Follow up, Revise Submission, Referral, Review Site, Review Submission — Priority, Status — To do, In Progress, Completed, Closed — Due Date) · SITE (Sites, Site Types, Organization) · REGION (Regions) · USER (Users, User Roles) · FORM (Forms).

Example. Open tasks by school — only To do and In Progress tasks, with the scheduled daily diaries filtered out.