Worktrack

The Worktrack screen lists tasks and lets you filter, add, delete, and review them.

  • Filter: Filters the task list by completion state and status.
  • Task Type: Filters the list by the type of Worktrack task.
  • Billing Status: Filters the list by billing status.
  • Apply start date limits: Limits the list to tasks with start dates within the selected period.
  • Hide tasks for sponsors not assigned to you: Shows only tasks for Sponsors assigned to you.
  • Hide tasks not currently assigned to you: Shows only tasks currently assigned to you to complete or authorize.
  • Hide next action if you cannot complete: Hides the next action when you cannot complete it. This controls the displayed action separately from the Sponsor and task-assignment filters.
  • Show this screen on login: Displays the Worktrack list whenever you log in to DB Precision. This setting applies only to your login.
  • Add: Adds a new Worktrack item.
  • Delete: Deletes the selected task from the current list.
  • Excel: Opens an Excel spreadsheet containing the tasks currently displayed.
  • Task list: Displays the tasks that match your filters. Double-click a task to open the Worktrack Detail screen and view or edit its details.
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