Task Management

Overview

See Comments and Tasks for more information.

Accessing Tasks

In order to assess and complete your tasks you'll need to access the Task Management page. To do this, open the Tasks list through the Left Side Navigation or change the layout of your Timeline to the Task Management view. If you want to see a Discussion Stream's tasks, change the layout of your stream to the Task Management view.

Left Side Navigation	Timeline Layout

You will now be able to see your task list.

Task Controls

Filtering Tasks

Customising Task Types

Yellowfin allows an administrator to create Custom task types to suit the specific needs of their application. Custom task types can replace the default task types, or the default task types can be retained and new task types can be added.

This feature can only be done by a system administrator who has access to insert, update and delete data in the Yellowfin Configuration Database. Care should always be taken when manipulating the Configuration Database and a backup of the database should be taken first.

Once you have connected to the database for the instance you want to update, new task types can be added as follows:

1. Insert a record into OrgReferenceCode for each new task type required:
   

   INSERT INTO OrgReferenceCode (IpOrg, RefTypeCode, RefVersion, RefCode, RefLowValue, RefHighValue, ScreenSortOrder) VALUES (1, 'TASKTYPE','001_000','MYCUSTOMTASK’', 0, 0, 5);

    MYCUSTOMTASK should be set to a value that uniquely identifies each task type.

   The values of RefVersion, RefLowValue and RefHighValue should stay as '001_000', 0 and 0 respectively. 

2. Task descriptions need to be added for each tasktype created in step 1. If you require task types to appear in more than one language, then you will need to insert a record for each task type for each required language into OrgReferenceCodeDesc: 
   

   INSERT INTO OrgReferenceCodeDesc (IpOrg, RefTypeCode, RefVersion, RefCode, LanguageCode, ShortDescription, LongDescription, ScreenSortOrder) VALUES (1, 'TASKTYPE','001_000','MYCUSTOMTASK', 'EN', 'Custom Task', 'Custom Task', 5);
   
   

   MYCUSTOMTASK should match the value of the task type as created in step 1.

   LanguageCode should be set to the language you are inserting using standard 2-letter language codes.

   ShortDescription and LongDescription should be set to the text you want to appear in the UI - and in the language specified.

   Note that if there is no record for the user's current language code, the task will not display.

3. You can also create tasks specifically for client orgs. To do this, users must first insert a record into OrgVersion. This only needs to happen once per client org:
   

   INSERT INTO OrgVersion (IpOrg, ObjectName, ObjectVersion, ObjectStatus, ObjectDate, ObjectTime) VALUES (13154, 'TASKTYPE', '001_000', 'L', '2024-06-18', 0);

   The IpOrg should be the ClientOrg that you want to add tasks to, and the ObjectDate/ObjectTime can be any previous date/time.The ObjectName and ObjectVersion should remain the same.

   Once this is done, steps 1 and 2 can be repeated as above for each ClientOrg. In each case, vary the SQL to specify the correct IpOrg Identifier.

4. The above process will add new records to the existing default task types. It is possible to delete some or all of the default types.
   The default RefCodes are:
   • GENERAL
   • NEWCONTENT
   • DELETECONTENT
   • NEWUSER
   • DATAQUALITY
     

To delete individual default types, the following sql can be run where RefCode is the unique identifier:              

DELETE FROM OrgReferenceCodeDesc
WHERE RefTypeCode = 'TASKTYPE'
AND RefCode = 'GENERAL'
AND LanguageCode = 'EN';

If you want to delete descriptions for ALL languages, the language code clause can be omitted.