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.
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.
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.
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.
Select ‘Go To Task Item’ will take us to the Linked Task page or report specified on the task.
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.
When we return to our Role Center, we can see that 11 tasks remain.
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.
We can see the task we completed earlier marked at % Complete- 100.
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.