The common Tasks view (Cross-module)

The common Tasks view lists every source module’s tasks in one place: where each comes from, which plant and site, its category, its current status, and whether it is activated. This is an aggregated tracking view for the supervisory audience — people who issue tasks, or who view the task report. You do not edit here: recording stays with the source module.

This view earns its place when MORE than one module feeds tasks

The view unifies tasks arriving from different modules. Today there can be two sources: the Shift diary (“Diary task”) and the Maintenance module (“Maintenance”). If your organization only uses the shift diary, you will see the same tasks here that already appear in the diary and on the Tasks editing tab — its real value (a single, cross-module list) appears once a second task source is enabled (Maintenance today; the Shift scheduler later).

Before you start

• Permission: the task-issuing or task-report right — task:issue or report:tasks. Without either, the menu item is not shown.
• Where to find it: the Cross-module group in the top-right menu, on the Tasks (cross-module) entry.

Steps

1. Open Cross-module › Tasks (cross-module) in the header menu.
2. Filter by source module in the top pill bar (All · Diary task · Maintenance). Each pill also shows a count.
3. If you have several sites or plants, filter by site or plant with the dropdowns. (They appear only when there is actually something to choose from.)
4. Sort by clicking any column header. By default the ones needing attention come first: overdue, then not done, not finished, in progress.
5. For a task’s full history, click its title — a popup shows where and when it appeared, with what status, and who changed it.

The “Source” column tells you which module issued it

The Diary task is a task issued in the shift diary (or applied from a bundle); Maintenance is work issued by the CMMS module. Tracking stays legible even when the two modules push different things into the same shift.

If it worked

Below the filtered list you see how many tasks match the filter. Rows follow the chosen sort; overdue tasks get a separate red badge. If you have the task-issuing right, a link at the bottom of the history popup takes you to the editing page.

Common problems

What you see	Why	What to do
No “Tasks (cross-module)” menu item	You have neither task:issue nor report:tasks.	Ask your admin — without it there is nothing to track.
Only diary tasks, no “Maintenance”	Your organization does not use (or has not enabled) the Maintenance module.	Not a bug — the view shows the enabled modules.
I cannot edit from here	The common view is deliberately read-only.	To edit, go to the Shift-diary module’s Tasks tab (the link is at the bottom of the history popup).
I cannot see another site’s task	You only see tasks for your accessible sites.	This is site isolation; if you need access, ask your admin.

Worth knowing

• This is not the Task report. The common view tracks the tasks’ current status live; the Tasks report is a period summary (with export).
• Not a module, not a dashboard. An aggregated, read-only list for the supervisory audience — to avoid duplicating editing, that stays in one place (the source module).
• The site filter is display only. Actual access is decided by the server (site isolation); the filter only narrows the already-visible rows.

Related

Issue a taskWhere you create a task — the common view tracks it.

Task bundles (from a template)Several tasks at once, from a reusable set.

Tasks reportThe period summary, with export.