Task View (Action Date Tickler)

Task View (Action Date Tickler)

Summary: Track jobs that need attention by action date, action, and assigned employee.

Quick answer

Use Task View to filter by date range/action/assignee; update next actions during status entry.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Task View and set date range, action, and assignee filters.
    media/task-view-action-tickler-01.png

    [Insert screenshot for Step 1]

  2. Click a date in the action calendar to pull jobs due that day.
    media/task-view-action-tickler-02.png

    [Insert screenshot for Step 2]

  3. Use right‑click to show status or open jobs; assign via Ready to Copy/Assign Facility.
    media/task-view-action-tickler-03.png

    [Insert screenshot for Step 3]

  4. Configure columns in Maintenance ▸ Task Tracking.
    media/task-view-action-tickler-04.png

    [Insert screenshot for Step 4]

Confirm it worked

The list shows open jobs that match filters; actions align with status updates.

Troubleshooting

If the list seems stale, refresh the view or verify action dates were set during status entry.

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