Understanding User Tasks in Business Central
Starting in NAV 2018, Microsoft provided a tool to help users keep track of tasks from within Business Central (BC): User Tasks. This article will help you understand User Tasks and how to use them.
Accessing User Tasks
User Tasks can be used within BC to handle support tickets, reminders, checklists, and more. They are easy to use and accessible to all users. They can even keep track of tasks unrelated to BC. User Tasks can be accessed by searching for it or by clicking on the My User Task queue, which is included on most role centers:
When you click on the queue, you will be transported to the User Task list, showing all the tasks assigned to you individually or as part of a group. From this list, you can create new tasks, manage user groups, or mark the task as completed.
Adding New Tasks
From the list, click on New to create a new task. When you do, the following page will open, allowing you to enter information about the task. There are different fields you can set.
General Fast Tab
- Subject: Enter a brief word or two on what the task is about.
- Task Description: Here you can provide more information about the task including steps or instructions.
- User Created By and Created Date: These two fields will be automatically filled in.
Status Fast Tab
- User Assigned To or User Task Group: Tasks can be assigned to individual users or to a user group. If it’s to an individual, enter the username in the User Assigned To field. If it’s to a group, enter the group name in the User Task Group field. You can create groups on the fly by clicking New when you click into the field. When the task is assigned to a group, any member of the group can update the task.
- Due Date: This is used to enter the date which the task is due.
- % Complete: This allows you to track the progress of the task. This percentage is manually updated.
- Start Date: This optional field provides a space to enter the date when the task should start.
- Priority: This allows you to assign a priority. The options are Low, Normal, and High.
- User Completed By and Completed Date: These fields will be automatically filled in when the task is marked as complete.
Task Item Fast Tab
- Link Task To: For each task, you have the ability to link a page or report to the task to make it easier for users to navigate to the appropriate page/report to complete the task. In this field, you would identify whether this task is linked to a page or report (optional).
- Page/Report: Here you would identify which page number or report number to link to.
- Resource Name: When the page/report number is entered above, the page or report name will appear here.
- Note: If you click on Go to Task Item from the menu bar, the system will open the page or report you have linked the task to.
If you use this feature for checklists or recurring tasks, you can establish a recurrence for the task. On the task card, just click Recurrence at the top to open the recurrence page.
On this page, you can set when the recurrence begins, how often to perform the task, and when to end. This is very helpful as a reminder for each occurrence.
Final Thoughts
User Tasks can be very beneficial in helping remind you of tasks to complete. Take a look and see how they can help you with the many tasks you need to be reminded of, even if the task is outside of BC.
