Organize and complete tasks

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Define Templates in the side menu.
7. Select the Add Template icon.
8. Fill in the following fields in the General section:
   • Template Name field – Required. The name of the template (255 characters maximum).
   • Modifiable by Others switch – Required. Indicates whether the template can be modified by team members from the Owner company who did not create the template: 
     • Yes – The template can be modified by the user who created the template and other team members from the Owner company.
     • No – (default) The template cannot be modified by other users. It can only be modified by the user who created the template.

9. Fill in the following fields in the Task Defaults section:

   Use this section to define the default values that automatically populate for any task that uses this template.
   1. Modifiable Sub-Tasks switch – Required. Indicates whether users can modify (i.e. add, edit, remove) sub-tasks in a task that uses the template:
      • Yes – The template-defined sub-tasks can be modified when the template is used.
      • No – (default) The template-defined sub-tasks cannot be modified when the template is used.
   2. Description field – A default description for a task that uses the template (5000 characters maximum).

   3. Priority drop-down – Required. The default urgency with which a task that uses the template must be completed:

      • Low – The task is low priority.
      • Medium – The task is medium priority.
      • High – The task is high priority.
      • Critical – The task is critical.

   4. Days to Due Date field – Required. For a task that uses the template, the number of days after the task is added that the due date defaults to.

   5. Responsible Party at [Owner Name] field – For a task that uses the template, the default user at the Owner that is responsible for completing the task. (If omitted, task defaults to Unassigned.)

   6. Responsible Department at [Owner Name] field – For a task that uses the template, the default business area of the Owner that is responsible for completing the task. (If omitted, the task defaults to the job function of the user adding the task, if available):

      • Business Development – The user responsible for completing the task is part of a Business Development team.
      • Clinical Research – The user responsible for completing the task is part of a Clinical Research team.
      • Contract Management – The user responsible for completing the task is part of a Contract Management team.
      • Corporate Management – The user responsible for completing the task is part of a Corporate Management team.
      • Customer Service – The user responsible for completing the task is part of a Customer Service team.
      • Engineering – The user responsible for completing the task is part of an Engineering team.
      • Information Technology – The user responsible for completing the task is part of an Information Technology (IT) team.
      • Operations – The user responsible for completing the task is part of an Operations team.
      • Packaging – The user responsible for completing the task is part of a Packaging team.
      • Production or Manufacturing – The user responsible for completing the task is part of a Production team or Manufacturing team.
      • Project Management – The user responsible for completing the task is part of a Project Management team.
      • Purchasing – The user responsible for completing the task is part of a Purchasing team.
      • Quality Assurance, Control, or Validation – The user responsible for completing the task is part of a Quality Assurance (QA) team, Control team, or Validation team.
      • Research, Development, or Formulation – The user responsible for completing the task is part of a Research team, Development team, or Formulation team.
      • Sales or Marketing – The user responsible for completing the task is part of a Sales team or Marketing team.
      • Supply Chain – The user responsible for completing the task is part of a Supply Chain team.

10. Select Add.
    The template is saved. Users can add sub-tasks to the template.

The user that added the template (and other users at the Owner company, if allowed by the template) can add sub-tasks to a task template. Sub-tasks added to the template will automatically populate for any task that uses the template.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Define Templates in the side menu.
7. Filter to find the template.
8. Select the Action icon in the row for the template.
9. Select the Add Sub-Task icon in the Sub-Tasks section.

10. Fill in the following fields in the General section of the Add Sub-Task panel:

    1. Name field – Required. The name of the sub-task.
    2. Type drop-down – The sub-task type: 
       • Procurement – The sub-task is a procurement-related activity.
       • Marketing – The sub-task is a marketing-related activity.
       • CMO – The sub-task is a CMO-related activity.
       • Packaging – The sub-task is a packaging-related activity.
       • Labeling – The sub-task is a labeling-related activity.
       • Quality – The sub-task is a quality-related activity.
       • Shipping – The sub-task is a shipping-related activity.
       • Warehouse – The sub-task is a warehouse-related activity.

    3. Priority drop-down – Required. The default urgency with which a sub-task that uses the template must be completed:

       • Low – The sub-task is low priority.
       • Medium – The sub-task is medium priority.
       • High – The sub-task is high priority.
       • Critical – The sub-task is critical.
    4. Days to Due Date field – Required. For a sub-task that uses the template, the number of days after the sub-task is added that the due date defaults to.
    5. Current Assignees at [Owner Name] field – The users from the Owner assigned to take action on the sub-task (defaults to Unassigned if not entered).
11. Fill in the following fields in the Partner section:
1. Partner Company field – Required to submit the sub-task to the Partner. The name and identifier of the Partner company that the sub-task is being submitted to. The Partner must exist in Master Data Exchange and be linked to the current network.
2. Responsible Party at Partner field – The user from the Partner that is responsible for completing the sub-task (defaults to Unassigned if not entered).
3. Current Assignees at Partner field – Required to submit the sub-task to the Partner. The users from the Partner that are assigned to take an action on the sub-task (defaults to Unassigned if not entered).
4. Submit to Partner switch – Indicates whether to submit the sub-task to the Partner Company to begin progress on the sub-task activity:
   • Yes – Submit the sub-task to the Partner Company.
   • No – Do not submit the sub-task to the Partner.
12. Fill in the following fields in the Impacted Products section:
    
1. Product drop-down – The item code or packaging code of the product affected by the sub-task, which must exist in the Owner's instance of Master Data Exchange.
Select the Add icon to add another impacted Product.
13. Fill in the following fields in the Impacted Locations section:
1. Location drop-down – The location affected by the sub-task, which must exist in Master Data Exchange and be linked to the current network.
Select the Add icon to add another impacted Location.
14. Fill in the following fields in the Reference IDs section:
    
1. ID Type drop-down – The type of shipping document associated with a delivery involved with the sub-task:
   • Bill of Lading – The transaction is identified by a Bill of Lading number.
   • Destruction Order – The transaction is identified by a destruction order number.
   • Invoice Number – The transaction is identified by an invoice number.
   • Nota Fiscal – The transaction is identified by a Brazil nota fiscal document number.
   • Packing Slip Number – The transaction is identified by a packing slip number.
   • PO Number – The transaction is identified by a purchase order (PO) number.
   • PRO Number – The transaction is identified by a PRO freight number.
   • Return – The transaction is identified by a return authorization number.
   • Sales Order Number – The transaction is identified by a sales order number.
   • Shipment Number – The transaction is identified by a shipment notification number.
   • Transfer Number – The transaction is identified by a transfer order number.
   • Other – The transaction is identified by another type of identification number.
2. Value field – Required if an ID Type is entered. The value of the selected ID Type (72 characters maximum).
Select the Add icon to add another row with the ID Type and Value fields displayed.
15. Fill in the following fields in the Linked Processes section:
1. Relationship drop-down – Describes how the linked process is related to the sub-task: 
• Relates to – The sub-task is related to the linked process.
• Blocks – The sub-task blocks the linked process.
• Contains – The sub-task contains the linked process.
• Contained by – The sub-task is contained by the linked process.
• Dependent on – The sub-task is dependent on the linked process.
2. Process Type drop-down – The process type of the linked process:
   • Incident – The linked process is an incident.
   • Change Request – The linked process is a change request.
   • Task – The linked process is a task.
   • Sub-task – The linked process is sub-task.
3. Process ID drop-down – The identifier for the other process related to the sub-task.
Select the Add icon to add another row with the Relationship, Process Type, and Process ID fields displayed.
16. Fill in the following fields in the Comments and Attachments section:
1. Comments field – Additional comments about the sub-task or explanations for the attachments (5000 characters maximum).
2. Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment

3. Internal Only switch – Required, and displays only if team members from the Partner can view the parent task. Indicates whether team members from the Partner company associated with the sub-task can view the comments and attachments:

   • Yes – Only team members from the Owner can view the comments and attachments.
   • No – (default) Team members from the Partner associated with the sub-task can view the comments and attachments.
17. Select Add.

    Select Add Another to refresh the panel and add another sub-task.

    The sub-task is saved.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Define Templates in the side menu.
7. Fill in one or more of the following fields to filter the results:
   
   Select Add Another Filter to include additional filter fields.
1. Modifiable by Others drop-down – Indicates whether the template can be modified by team members from the Owner company who did not create the template:
• Yes – The template can be modified by the user who created the template and other team members from the Owner company.
• No – (default) The template cannot be modified by other users. It can only be modified by the user who created the template.
2. Template Name drop-down – The name of the template.
3. Template ID drop-down – The identifier for the template.

8. Select Show Additional Filters and fill in one or more of the following fields to further filter the results:

   • Modifiable Sub-Tasks drop-down – Indicates whether users can modify (i.e. add, edit, remove) sub-tasks in a task that uses the template:
     • All (default)
     • Yes – The template-defined sub-tasks can be modified when the template is used.
     • No – The template-defined sub-tasks cannot be modified when the template is used.

   • Created By drop-down – The user that created the template.

   • Description field – The description of the template.

   • Created Date field – The date range the template was created within.

   • Last Updated Date field – The date the template was last updated.

   • Last Updated By drop-down – The user that last updated the template.

9. Select Apply.

   The filtered results display in the table.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Select the Add Task icon.
8. Select the task template from the Template drop-down.
   

   Fields automatically populate with any default values defined in the template.

9. Fill in the following fields in the General section:
   1. Summary field – Required. A brief description of task (255 characters maximum).

   2. Description field – A detailed description of the task (5000 characters maximum).

   3. Priority drop-down – Required. The urgency with which the task must be completed:
      • Low – The task is low priority.
      • Medium – The task is medium priority.
      • High – The task is high priority.
      • Critical – The task is critical.

   4. Due Date field – The date that the task must be completed by.

   5. Responsible Party at [Owner Name] field – The user at the Owner that is responsible for completing the task (defaults to Unassigned if not entered).

   6. Responsible Department at [Owner Name] field – The business area of the Owner that is responsible for completing the task (defaults to the job function of the user adding the task, if available):
      • Business Development – The user responsible for completing the task is part of a Business Development team.
      • Clinical Research – The user responsible for completing the task is part of a Clinical Research team.
      • Contract Management – The user responsible for completing the task is part of a Contract Management team.
      • Corporate Management – The user responsible for completing the task is part of a Corporate Management team.
      • Customer Service – The user responsible for completing the task is part of a Customer Service team.
      • Engineering – The user responsible for completing the task is part of an Engineering team.
      • Information Technology – The user responsible for completing the task is part of an Information Technology (IT) team.
      • Operations – The user responsible for completing the task is part of an Operations team.
      • Packaging – The user responsible for completing the task is part of a Packaging team.
      • Production or Manufacturing – The user responsible for completing the task is part of a Production team or Manufacturing team.
      • Project Management – The user responsible for completing the task is part of a Project Management team.
      • Purchasing – The user responsible for completing the task is part of a Purchasing team.
      • Quality Assurance, Control, or Validation – The user responsible for completing the task is part of a Quality Assurance (QA) team, Control team, or Validation team.
      • Research, Development, or Formulation – The user responsible for completing the task is part of a Research team, Development team, or Formulation team.
      • Sales or Marketing – The user responsible for completing the task is part of a Sales team or Marketing team.
      • Supply Chain – The user responsible for completing the task is part of a Supply Chain team.
   7. Documents Related to Task field – The documents related to the task that require review. Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment
   8. At Risk switch – Indicates whether the task is considered at risk:
      • Yes – The task is considered at risk. If selected, enter any additional notes about the risk in the At Risk Notes field that displays.
      • No – (default) The task is not at risk.

   9. At Risk Notes field – Displays if At Risk is Yes. A description explaining the risk associated with the task.

   10. Internal Only switch – Required. Indicates whether team members from the Partner company associated with the task can view the task:
       • Yes – Only team members from the Owner can view the task.
       • No – (default) Team members from the Partner associated with the task can view the task.
10. Fill in the following fields in the Linked Processes section:

    1. Relationship field – The type of relationship the linked process has to the current task:

       • Blocks – The linked process prevents the current task’s resolution.
       • Blocked By – The current task prevents the linked process's resolution.
       • Contains – The linked process is the parent of the current task.
       • Contained By – The current task is the parent of the linked process.
       • Dependent On – The linked process affects the current task's resolution.
       • Dependency For – The current task affects the linked process's resolution.
       • Relates To – The linked process is related to the current task.
    2. Process Type drop-down – The process type of the linked process:
       • Incident – The linked process is an incident.
       • Change Request – The linked process is a change request.
       • Task – The linked process is a task.
       • Sub-task – The linked process is sub-task.
    3. Process ID drop-down – The identifier for the other process related to the incident.
    Select the Add icon to add another row with the Relationship, Process Type, and Process ID fields displayed.
11. Fill in the following fields in the Comments and Attachments section:
    1. Comments field – Additional comments about the task or explanations for the attachments (5000 characters maximum).
    2. Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment
    3. Internal Only switch – Required. Indicates whether team members from the Partner company associated with the task can view the comments and attachments:
       • Yes – Only team members from the Owner can view the comments and attachments.
       • No – (default) Team members from the Partner associated with the task can view the comments and attachments.
    Select the Add icon to add another row with the Comments, and Attachments, and Internal Only fields displayed.
12. Select Add.
    The task is saved. Any sub-tasks defined in the template are automatically added to the task. If allowed by the template, users can also manually add sub-tasks to the task to start progress toward the task's completion.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.
10. Select Copy.
11. Fill in the following fields in the Copy Task [Task ID] panel:
    1. New Task Summary – Required. A brief description of the task (255 characters maximum).
    2. Sections to Copy section – Required. When selected, the new task uses the values entered for that section:
       • General checkbox – When selected, the values for the General section are copied to the new task.
       • Linked Processes checkbox – When selected, the Linked Processes are copied to the new task.
       • Sub-Tasks checkbox – When selected, the sub-tasks and their values are copied to the new task.
12. Select Add.

    The panel closes and TraceLink saves the new task with all of the copied values, with the following exceptions:

    • A new Task ID is generated for the task.
    • The Date Reported becomes the date the task is copied.
    • The Added By User becomes the user who created the copy of the task.
    • The Responsible Party at [Owner Name] is set to Unassigned.

If allowed by the task template, any user with the Add Sub-Task permission can add a new sub-task and assign the activity for users to complete.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select the Add Sub-Task icon in the Sub-Tasks section.

12. Fill in the following fields in the General section of the Add Sub-Task panel:

    1. Name field – Required. The name of the sub-task.
    2. Type drop-down – The sub-task type: 
       • Procurement – The sub-task is a procurement-related activity.
       • Marketing – The sub-task is a marketing-related activity.
       • CMO – The sub-task is a CMO-related activity.
       • Packaging – The sub-task is a packaging-related activity.
       • Labeling – The sub-task is a labeling-related activity.
       • Quality – The sub-task is a quality-related activity.
       • Shipping – The sub-task is a shipping-related activity.
       • Warehouse – The sub-task is a warehouse-related activity.

    3. Priority drop-down – Required. The default urgency with which a sub-task that uses the template must be completed:

       • Low – The sub-task is low priority.
       • Medium – The sub-task is medium priority.
       • High – The sub-task is high priority.
       • Critical – The sub-task is critical.
    4. Days to Due Date field – Required. For a sub-task that uses the template, the number of days after the sub-task is added that the due date defaults to.
    5. Current Assignees at [Owner Name] field – The users from the Owner assigned to take action on the sub-task (defaults to Unassigned if not entered).
13. Fill in the following fields in the Partner section:
    
    This section is read-only for Partner companies adding additional sub-tasks to an Owner's existing task.
    1. Partner Company field – Required to submit the sub-task to the Partner. The name and identifier of the Partner company that the sub-task is being submitted to. The Partner must exist in Master Data Exchange and be linked to the current network.
    2. Responsible Party at Partner field – The user from the Partner that is responsible for completing the sub-task (defaults to Unassigned if not entered).
    3. Current Assignees at Partner field – Required to submit the sub-task to the Partner. The users from the Partner that are assigned to take an action on the sub-task (defaults to Unassigned if not entered).
    4. Submit to Partner switch – Indicates whether to submit the sub-task to the Partner Company to begin progress on the sub-task activity:
       • Yes – Submit the sub-task to the Partner Company.
       • No – Do not submit the sub-task to the Partner.
14. Fill in the following fields in the Impacted Products section:
    
1. Product drop-down – The item code or packaging code of the product affected by the sub-task, which must exist in the Owner's instance of Master Data Exchange.
Select the Add icon to add another impacted Product.
15. Fill in the following fields in the Impacted Locations section:
1. Location drop-down – The location affected by the sub-task, which must exist in Master Data Exchange and be linked to the current network.
Select the Add icon to add another impacted Location.
16. Fill in the following fields in the Reference IDs section:
    
1. ID Type drop-down – The type of shipping document associated with a delivery involved with the sub-task:
   • Bill of Lading – The transaction is identified by a Bill of Lading number.
   • Destruction Order – The transaction is identified by a destruction order number.
   • Invoice Number – The transaction is identified by an invoice number.
   • Nota Fiscal – The transaction is identified by a Brazil nota fiscal document number.
   • Packing Slip Number – The transaction is identified by a packing slip number.
   • PO Number – The transaction is identified by a purchase order (PO) number.
   • PRO Number – The transaction is identified by a PRO freight number.
   • Return – The transaction is identified by a return authorization number.
   • Sales Order Number – The transaction is identified by a sales order number.
   • Shipment Number – The transaction is identified by a shipment notification number.
   • Transfer Number – The transaction is identified by a transfer order number.
   • Other – The transaction is identified by another type of identification number.
2. Value field – Required if an ID Type is entered. The value of the selected ID Type (72 characters maximum).
Select the Add icon to add another row with the ID Type and Value fields displayed.
17. Fill in the following fields in the Linked Processes section:

    1. Relationship field – The type of relationship the linked process has to the current sub-task:

       • Blocks – The linked process prevents the current sub-task’s resolution.
       • Blocked By – The current sub-task prevents the linked process's resolution.
       • Contains – The linked process is the parent of the current sub-task.
       • Contained By – The current sub-task is the parent of the linked process.
       • Dependent On – The linked process affects the current sub-task's resolution.
       • Dependency For – The current sub-task affects the linked process's resolution.
       • Relates To – The linked process is related to the current sub-task.
    2. Process Type drop-down – The process type of the linked process:
       • Incident – The linked process is an incident.
       • Change Request – The linked process is a change request.
       • Task – The linked process is a task.
       • Sub-task – The linked process is sub-task.
    3. Process ID drop-down – The identifier for the other process related to the incident.
    Select the Add icon to add another row with the Relationship, Process Type, and Process ID fields displayed.
18. Fill in the following fields in the Comments and Attachments section:
1. Comments field – Additional comments about the sub-task or explanations for the attachments (5000 characters maximum).
2. Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment

3. Internal Only switch – Required, and displays only if team members from the Partner can view the parent task. Indicates whether team members from the Partner company associated with the sub-task can view the comments and attachments:

   • Yes – Only team members from the Owner can view the comments and attachments.
   • No – (default) Team members from the Partner associated with the sub-task can view the comments and attachments.
Select the Add icon to add another row with the Comments, and Attachments, and Internal Only fields displayed.
19. Select Add.

    Select Add Another to refresh the panel and add another sub-task.

    The sub-task is saved. If Submit to Partner is Yes, the sub-task is submitted to the specified Partner.

After the sub-task is added and work is ready to start, a user (e.g. the Responsible Party of the parent task) can manually submit the sub-task to the Partner Company so that the Partner is alerted to the sub-task and the assigned users can review and move the sub-task to In Progress when the work begins.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task that contains the sub-task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select the Action icon in the row for the sub-task in the Sub-Tasks section.
12. Select Submit to Partner.
13. Select Confirm in the confirmation dialog
    The sub-task is saved and submitted to the Partner Company specifed for review.

After the task is added and its sub-tasks defined and ready to start, a user (e.g. the Responsible Party) can manually move the task status to In Progress to indicate that work on the task has begun.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select the Edit icon in the General section to fill in the following fields:
    1. Responsible Party at [Owner Name] field – The user at the Owner that is responsible for completing the task (defaults to Unassigned if not entered).
12. Select the Save icon in the General section.
13. Select In Progress from the Status drop-down in the top right of the screen.
    The task status updates to indicate the work has begun.

After the sub-task is added and the assigned activity is ready to start, a user (e.g. the Responsible Party of the parent task) can manually move the sub-task status to In Progress to indicate that the work has begun.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task that contains the sub-task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select the Action icon in the row for the sub-task in the Sub-Tasks section.
12. Select View Details.
13. Select In Progress from the Status drop-down in the top right of the screen.
    The sub-task status updates to indicate the work has begun.
    

When the assigned sub-task activity is completed, any user with the Close permission can close the sub-task so that other users know the work is complete.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task that contains the sub-task.
9. Select View Task.
10. Select the Action icon in the row for the sub-task in the Sub-Tasks section.
11. Select Mark Complete.

12. Fill in the following fields in the Close Sub-Task panel:

    1. Closing Notes field – Additional comments about the sub-task's closure (500 characters maximum).
    2. Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment
    3. Comments field – Additional comments about the sub-task or explanations for the attachments (5000 characters maximum).
13. Select Close in the Close Sub-Task panel.

14. Select Close in the confirmation dialog.

    The sub-task is closed by changing the Status to Closed.

If a sub-task is closed accidentally or the sub-task needs additional work after closing, a user can reopen the sub-task.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task that contains the sub-task.
9. Select View Task.
10. Select the Action icon in the row for the sub-task in the Sub-Tasks section.
11. Select View Details.
12. Select In Progress from the Status drop-down in the top right of the screen.

13. Fill in the following fields in the Reopen Sub-Task panel:

    • Comments field – Additional comments about the sub-task or explanations for the attachments (5000 characters maximum).
    • Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment

14. Select Reopen.

    The sub-task Status updates to In Progress.

When all sub-tasks defined for the task are complete (or no longer needed) and an acceptable final response has been provided, any user with the Close permission can close the task so that other users know the work is done.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select Closed from the Status drop-down in the top right of the screen.

12. Fill in the following fields in the Close Task [Task ID] panel:

    1. Resolution Type drop-down – Required. The reason why the task is being closed:

       • Completed – The activity defined for the task is complete. This resolution type cannot be selected if the task Status was changed from To Do to Closed or if the Status of any sub-tasks is To Do or In Progress.
       • Partially Completed – The activity defined for the task is partially complete.
       • Cancelled – The task is no longer needed.
       • Other Resolution Type – If selected, fill in the text field that displays with the final outcome of the task.
    2. Closing Notes field – Additional comments about the task's closure (500 characters maximum).
    3. Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment
13. Select Close in the Close Task [Task ID] panel.

14. Select Close in the confirmation dialog.

    The task is closed by changing the Status to Closed.

If a task is closed accidentally or the task needs additional work after closing, a user can reopen the task.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select In Progress from the Status drop-down in the top right of the screen.

12. Fill in the following fields in the Reopen Task [Task ID] panel:

    • Comments field – Additional comments about the task or explanations for the attachments (5000 characters maximum).
    • Attachments field – Drag and drop a file to attach or select the browse link to search for the file. The file name must not exceed 250 characters. For a list of supported file types, see What file types can I include in an attachment

13. Select Reopen.

    The task Status updates to In Progress.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Fill in one or more of the following fields to filter the results:

   • Priority drop-down – The urgency with which the task must be completed:

     • All (default)

     • Low – The task is low priority.
     • Medium – The task is medium priority.
     • High – The task is high priority.
     • Critical – The task is critical.

   • Task Due Date field – The date that the task must be completed by.

   • Status drop-down – The status of the task: 

     • All (default)
     • To Do – The task is ready to start.
     • In Progress – The task activity is in progress.
     • Closed – The task is completed.

9. Select Show Additional Filters and fill in one or more of the following fields to further filter the results:
   
   Select Add Another Filter to include additional filter fields.
   
   • Responsible Party at Owner drop-down – The user at the Owner that is responsible for completing the task.
   • Transaction ID – The type of shipping document that is associated with a delivery involved with the task.
   • Current Assignees at Owner – The users from the Owner company that are assigned to take an action on the task.
   • Current Assignees at Partner – The users from the Partner company that are assigned to take an action on the task.
   • Responsible Party at Owner – The user from the Owner company that is responsible for the task's resolution.
   • Responsible Party at Partner – The user from the Partner company that is responsible for the task's resolution.
   • Task Created By drop-down – The user that created the task.
   • Responsible Department drop-down – The business area of the Owner that is responsible for completing the task:
   • Business Development – The user responsible for completing the task is part of a Business Development team.
   • Clinical Research – The user responsible for completing the task is part of a Clinical Research team.
   • Contract Management – The user responsible for completing the task is part of a Contract Management team.
   • Corporate Management – The user responsible for completing the task is part of a Corporate Management team.
   • Customer Service – The user responsible for completing the task is part of a Customer Service team.
   • Engineering – The user responsible for completing the task is part of an Engineering team.
   • Information Technology – The user responsible for completing the task is part of an Information Technology (IT) team.
   • Operations – The user responsible for completing the task is part of an Operations team.
   • Packaging – The user responsible for completing the task is part of a Packaging team.
   • Production or Manufacturing – The user responsible for completing the task is part of a Production team or Manufacturing team.
   • Project Management – The user responsible for completing the task is part of a Project Management team.
   • Purchasing – The user responsible for completing the task is part of a Purchasing team.
   • Quality Assurance, Control, or Validation – The user responsible for completing the task is part of a Quality Assurance (QA) team, Control team, or Validation team.
   • Research, Development, or Formulation – The user responsible for completing the task is part of a Research team, Development team, or Formulation team.
   • Sales or Marketing – The user responsible for completing the task is part of a Sales team or Marketing team.
   • Supply Chain – The user responsible for completing the task is part of a Supply Chain team.
   • At Risk drop-down – Indicates whether the task is considered at risk:
     • Yes – The task is considered at risk.
     • No – The task is not at risk.
   • Task Created Date drop-down – The date the task was added.
   • Task Last Updated Date drop-down – The date the task was last updated.
   • Template Name drop-down – The name of the template that the task uses.
   • Task ID drop-down – The identifier for the task.
   • Partner drop-down – The Partner company associated with the task.
   • Partner Assignee drop-down – The Partner user assigned to the task.
   • Task Last Updated By drop-down – The user that last updated the task.
10. Select Apply.

    The filtered results display in the table.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.
10. Select View Task.
11. Select the Action icon in thetop right of the screen.
12. Select Follow or Unfollow.

    When selected, if you are currently not following the task, you begin following the task. If you are currently following the task, you stop following the task.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
7. Click Search in the Do menu.
8. Filter to find the task.
9. Select the Action icon in the row for the task.

10. Select View Activity.

    View the previous actions taken on the task, as well as who took the action and when.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
   View the cards in the dashboard, which display pre-defined queries to demonstrate the state of all tasks at a high level. The labels on each card in the dashboard display a value as a link to the right. When selected, this link displays the table view of the tasks, filtered to the selected value. For example, if the value for Critical Tasks is selected, the table view displays with a filter applied to show only tasks with a Priority of Critical.

By Due Date card

A summary of all tasks for the Network and Team selected in the header based on their Due Date. A horizontal bar chart displays on this card with the following values:

• Past Due – The number of tasks that have not yet been closed with a due date prior to the current date.
• This Week – The number of tasks that have not yet been closed and are due within the next 7 days.
• Next Week – The number of tasks that have not yet been closed and are due in the next 7 to 14 days.
• In 2 or More Weeks – The number of tasks that have not yet been closed and are due in more than 14 days.

At Risk card

A summary of all tasks for the Network and Team selected in the header based on their At Risk status. A list displays on this card with the following values:

• Total at Risk – The number of tasks with an At Risk of Yes.
• Marked at Risk This Week – The number of tasks marked At Risk within the previous 7 days.

By Priority card

A summary of all tasks for the Network and Team selected in the header based on their Priority. A list displays on this card with the following values:

• Critical – The number of tasks with a Priority of Critical.
• High – The number of tasks with a Priority of High.
• Medium – The number of tasks with a Priority of Medium.
• Low – The number of tasks with a Priority of Low.

By Status card

A summary of all tasks for the Network and Team selected in the header based on their Status. A horizontal bar chart displays on this card with the following values:

• To Do – The number of tasks with a Status of To Do.
• In Progress – The number of tasks with a Status of In Progress.

Summary card

A summary of all tasks for the Network and Team selected in the header. A horizontal bar chart displays on this card with the following values, based on whether the user is assigned a role with expanded or standard access:

For Users with Expanded Access

• Total Open Tasks – The number of tasks with a Status of To Do or In Progress.
• Critical Tasks – The number of tasks with a Priority of Critical.
• No Activity This Week – The number of tasks that have not been updated in the last 7 days.
• Closed This Week – The number of tasks that have been closed in the last 7 days.

For Users with Standard Access

• Total Assigned To Me – The number of tasks that are currently assigned to the user.
• Critical Tasks – The number of tasks with a Priority of Critical.
• No Activity This Week – The number of tasks that have not been updated in the last 7 days.
• Closed This Week – The number of tasks that have been closed in the last 7 days.

Recent Updates card

A view of all tasks for the Network, Team, and Process selected in the header based on the last time they were updated. A list displays on this card with the following values:

• Yesterday – The number of tasks that have been updated in the last 24 hours.
• This Week – The number of tasks that have been updated in the last 7 days.
• Last Week – The number of tasks that have been updated in the last 7 to 14 days.
• More than 2 Weeks – The number of tasks been updated in more than 14 days ago.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
   

7. Select the Recent Performance tab.

   View the charts in the dashboard, which display a summary of tasks opened or closed in the last 6 months for the selected Network and Team. This data allows Owners to easily compare the numbers on a month-by-month basis and identify trends or outliers related to the opening and closing of tasks that might need further investigation. The following charts display:

Opened versus Closed chart

The number of tasks that have been opened next to the number of tasks that have been closed for each of the last 6 months.

Closed On-time chart

The number of tasks that have been opened on-time next to the number of tasks that have been closed late for each of the last 6 months.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Tasks in the side menu.
   
   

7. Select the Year-to-Year tab.

   View the charts in the dashboard, which display a comparison of task data from the last 6 months compared to the same 6 months from the previous year for the selected Network and Team. This data allows Owners to easily compare the year-to-year numbers to identify trends, areas for improvement, or outliers that might need further investigation. The following charts display:

Added Tasks chart

The number of tasks that have been opened in the last 6 months next to the number of tasks that were opened over the same 6 months in the previous year.

Closed Tasks chart

The number of tasks that have been closed in the last 6 months next to the number of tasks that were closed over the same 6 months in the previous year.

Closed Sub-tasks chart

The number of sub-tasks that have been closed in the last 6 months next to the number of sub-tasks that were closed over the same 6 months in the previous year.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Sub-tasks in the side menu.
   View the cards in the dashboard, which display pre-defined queries to demonstrate the state of all sub-tasks at a high level. The labels on each card in the dashboard display a value as a link to the right. When selected, this link displays the table view of the sub-tasks, filtered to the selected value. For example, if the value for Critical is selected, the table view displays with a filter applied to show only sub-tasks with a Priority of Critical.

By Due Date card

A summary of all sub-tasks for the Network and Team selected in the header based on their Due Date. A horizontal bar chart displays on this card with the following values:

• Past Due – The number of sub-tasks that have not yet been closed with a due date prior to the current date.
• This Week – The number of sub-tasks that have not yet been closed and are due within the next 7 days.
• Next Week – The number of sub-tasks that have not yet been closed and are due in the next 7 to 14 days.
• In 2 or More Weeks – The number of sub-tasks that have not yet been closed and are due in more than 14 days.

By Priority card

A summary of all sub-tasks for the Network and Team selected in the header based on their Priority. A list displays on this card with the following values:

• Critical – The number of sub-tasks with a Priority of Critical.
• High – The number of sub-tasks with a Priority of High.
• Medium – The number of sub-tasks with a Priority of Medium.
• Low – The number of sub-tasks with a Priority of Low.

By Status card

A summary of all sub-tasks for the Network and Team selected in the header based on their Status. A horizontal bar chart displays on this card with the following values:

• To Do – The number of sub-tasks with a Status of To Do.
• In Progress – The number of sub- tasks with a Status of In Progress.

Summary card

A summary of all sub-tasks for the Network and Team selected in the header. A horizontal bar chart displays on this card with the following values:

• Total Open Sub-tasks – The number of sub-tasks with a Status of To Do or In Progress.
• Critical Sub-tasks – The number of sub- tasks belonging to tasks with a Priority of Critical.
• No Activity This Week – The number of sub-tasks that have not been updated in the last 7 days.
• Closed This Week – The number of sub- tasks that have been closed in the last 7 days.

1. Select the Main Menu icon.
2. Select My Networks or Partner Networks depending on the desired network.
3. Select a Network in the header.
4. Select a Partner or Location (e.g. your entire company or a Link to a specific Partner or internal location) in the header.
5. Select the Go button.
6. Select Monitor Sub-tasks in the side menu.
7. Click Search in the Do menu.
8. Fill in one or more of the following fields to filter the results:

   • Priority drop-down – The urgency with which the sub-task must be completed:

     • All (default)

     • Low – The sub-task is low priority.
     • Medium – The sub-task is medium priority.
     • High – The sub-task is high priority.
     • Critical – The sub-task is critical.
   • Sub-task ID drop-down – The identifier for the sub-task.

   • Status drop-down – The status of the sub-task: 

     • All (default)
     • To Do – The sub-task is ready to start.
     • In Progress – The sub-task activity is in progress.
     • Closed – The sub-task is completed.
9. Select Show Additional Filters and fill in one or more of the following fields to further filter the results:
   
   Select Add Another Filter to include additional filter fields.
   
   • Start Date drop-down – The date that the sub-task is started on.
   • Due Date field – The date that the sub-task must be completed by.
   • Sub-task Type drop-down – The category of sub-task:
   • Procurement – The sub-task is a procurement-related activity.
   • Marketing – The sub-task is a marketing-related activity.
   • CMO – The sub-task is a CMO-related activity.
   • Packaging – The sub-task is a packaging-related activity.
   • Labeling – The sub-task is a labeling-related activity.
   • Quality – The sub-task is a quality-related activity.
   • Shipping – The sub-task is a shipping-related activity.
   • Warehouse – The sub-task is a warehouse-related activity.
   • Transaction ID – The type of shipping document that is associated with a delivery involved with the sub-task.
   • Current Assignees at Owner – The users from the Owner company that are assigned to take an action on the sub-task.
   • Current Assignees at Partner – The users from the Partner company that are assigned to take an action on the sub-task.
   • Responsible Party at Owner – The user from the Owner company that is responsible for the sub-task's resolution.
   • Responsible Party at Partner – The user from the Partner company that is responsible for the sub-task's resolution.
   • Partner Assignee field – The user from the Partner that are assigned to take an action on the sub-task.
   • Task ID drop-down – The identifier for the task associated a sub-task.
10. Select Apply.

    The filtered results display in the table.