The MyTasks list looks at 6 different things:
- The Setting HideAppointmentsUntil
This setting determines how far in advanced you will see tasks appear in your MyTasks list, this can be found under Administration > System Configuration > Configuration and System Settings.
This set up will show tasks 7 days before the estimated date:
- Estimated Start Date
The estimated start date must be less than today's date plus the number set in the HideAppointmentsUntil setting. This date is this column in the call sheet:
- The User is Assigned to the Task or has the Resource Code of the Task
A task won't appear in the users MyTask list if they are not assigned to the task specifically or if they don't have the resource code and are expected to accept the task.
You can find what resource codes a user has been assigned under Administration > Users > Users:
- The Task has been Planned or is Available
The task needs to be planned or available before it appears even if the estimated date is less than today's date plus the number set in the HideAppointmentsUntil setting. This stops tasks from piling up in the user's list if the job is behind or precedents not yet met.
Documentation on what the icons mean to find out if a task is available or planned:
- Operation Code 7200 "ViewMyTaskList" Relation
The only contract statuses that are excluded in the MyTask function are Closed and Cancelled. Everything else can be controlled by the 7200 operation code by changing the relation on the permission to either include or exclude specific contract statuses.
- ClickHome.MyTasks.JobStatusesAllowed Validation Entry
This validation entry overrides everything above. By default, it will show tasks where the contract status is in Pending, Active, Finalising, On Hold, or Maintenance. This can be changed by updating the validation entry to include or exclude specific contract statuses: