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Dynamics NAV 2018 – User Tasks

A new feature available in Dynamics NAV 2018 is User Tasks. This feature allows you to setup and track tasks to be completed, which occur either once, or on a recurring basis. Tasks can be created for yourself or assigned to other users. When a task is assigned to a user, it will show in their Role Center.  image

When selecting the tile it opens up a page, that has a ‘New’ button for adding a task.

Enter a Subject, Task Description, Due Date, Start Date, and Priority. Just MUST enter a ‘User Assigned To’ and optionally, use the ‘Link Task To:’ of Page or Report and Set the Report or Page the task should be linked to.

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We may also make a task recurring by clicking on ‘Recurrence’ in the ribbon.

Enter the ‘Recurring Start Date’, a formula for the frequency of occurrence and the number of occurrences and click ‘OK’.

In this case, we want this task performed monthly for this year, starting on 1/31/2018.

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After selecting ‘OK’, the tasks now shows on the ‘Pending User Tasks page’ sorted in Due Date Order. Overdue tasks will show with a Due Date in red.

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Select ‘Go To Task Item’ will take us to the Linked Task page or report specified on the task.

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We can click on ‘Edit’ and modify the task, such as changing the user the task is assigned to, the % Complete, the Priority or the Due Date.

We can mark the task as completed by selecting ‘Mark Completed’ from the ribbon either from the Pending User Task Lost or Card view.

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When we return to our Role Center, we can see that 11 tasks remain.

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If we click on ‘My User Tasks’ again,and then click on ‘Pending User Tasks’ and then Clear Filter, we can see all tasks, whether or not they are completed.

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We can see the task we completed earlier marked at % Complete- 100.

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If we select that record and click on ‘View’ in the ribbon, we can see that when we selected ‘Mark Completed’ earlier, it update the % Complete to 100, filled in the ‘User Completed By’, and ‘Completed Date’ fields automatically.

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Meghan Parisi

Consultant for Microsoft Dynamics NAV responsible for implementation, training, project management, support, testing, and documentation.

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