Alerts

The Project, Country, Sites, Enrollment, and Finance tabs indicate the number of messages and tasks that are active for the selected project. Click the button to open the Message List module or the button to open the Task module that has several tabs.

Message Alerts

The purpose of this control is to enable the user to view their unread messages for the current project. An icon will display to indicate the level of importance of the unread messages. The icon will be hidden if there are no unread messages.

= Urgent

= Warning

= Informational

1. To view the messages, click the button.

2. Two tabs are available; Unread Messages and All Messages.

3. The user can mark the message as Read by placing a check in the Mark as Read? checkbox. Then, the message will be removed from the list. To view the message, click the All Messages tab.

4. To add a new message, click Project Messages on the left side panel.

5. To edit a message, go to either the Global Messages menu item under the Home tab or Project Messages menu item under the Project tab.

Task Alerts

The purpose of this control is to display the number of incomplete tasks for the current project. An icon will display to indicate the level of importance of the unread messages. The icon will be hidden if there are no unread messages.

= Urgent or overdue or due today

= Warning or due this week

= Due after this week

1. To View the tasks, click the button, which opens the following tabs:

   1. Today: Tasks that are either overdue or due today

   2. This Week: Tasks that are due before the end of the week

   3. Next Week: Tasks that are due sometime next week

   4. This Month: Tasks that are due after next week but still in the current month

   5. Next Month: Tasks that are due in the month after the current month

   6. Later: Tasks that are due sometime after the month that is after the current month

   7. New Task: This tab allows the user the ability to add a task. Users can only assign a task to themselves.

2. To Indicate that a Task is Complete:

1. Click inside the check box, which will change the text to gray and crossed out.

3. To Add a New Task:

1. Click the New Task tab.

2. For Due Date, click the calendar button to select the exact month and day when the task must be completed. Future dates are allowed. This field is required.

3. For Task, provide a brief description of the activity in 50 characters or less. This field is required.

4. For Comment, enter a complete description of the activity in 200 characters or less.  This field is required.

5. Click to retain the task in the database or to clear the screen.

4. To Edit a Task, go to Project Tasks menu item under the Project tab and edit the tasks if you have the proper permission.