Task overview

The Task overview helps to alert you of recurring tasks that need to be taken care of, for example if there are invoices that are overdue or if stock balances are below a predefined level.

The Task overview opens right away when you start Business NXT.

Adding tasks to the Task overview

You can add any table to the Task overview by selecting Add to task overview in the context menu of the table.

The settings you make in the Add task overview definition dialog will be copied to the Task overview definition table.

Setting	Description	Comment
Description	Description of the Task overview.	The task overview descriptions can be customised using the Translation table.
Company access/Company	Connects Task overview to a company. In the drop-down you can select any company you have access to.	The company is used as a data source in Task overview.
Company access/Company group	Connects Task overview to a company group. In the drop-down you can select any company you have access to. Task overview is added for all companies in the company group that you have access to.	The companies in the company group are used as a data source in Task overview.
Sum column	The specified column is used to calculate the sum in Task overview.	If the field doesn’t exist in the source table, it’s displayed blank in Task overview. If the Table no. field has a value, you can choose a column in the table from this field.
Gr. 1	A group to which the task overview belongs.	This field doesn't have a corresponding Text type and thus no additional language texts can be defined in the Text table.
Gr. 2	A group to which the task overview belongs.	This field doesn't have a corresponding Text type and thus no additional language texts can be defined in the Text table.
High priority	You can set the Task overview as high priority.	In Task overview, you can sort on this priority.

Learn more by visiting the Learning Universe (in Norwegian).