Task Series Spreadsheet

Mark-It Advantage Xi

 

What is Task Series Spreadsheet?

The task series spreadsheet is a screen that allows you to see a specific series that shows each task item across the top and each person that is assigned to that series along the left side.  This creates a spreadsheet that allows you to see each event in a series and when it is due or completed.

 

 

To install the Task Series Spreadsheet:

  1. Check for Updates:  Utilities > Update Xi > Download Updates
  2. Right-Click on the Advantage Xi Main Menu
    1. Add Mark-It Advantage Xi Program…
    2. Select ‘Task Series Spreadsheet’ from the Menu then Click [Add]

 

Running Task Series Spreadsheet:

  1. Click on the ‘Task Series Spreadsheet’ Icon located in the Main Menu (use the instructions above to add the icon if it does not exist)
  2. Select the Series that you want to view (only one series at a time)
  3. Select the date range you want to view (this is the date range of when the series was started)
  4. Select the display options:
    1. Due/Completed – shows due dates

                                                               i.      White date is in the future

                                                              ii.      Red date is past due

                                                            iii.      Yellow date is due today

                                                            iv.      Green (Done!) is completed

    1. Completed – shows the completed dates of each event
    2. Due – Shows the date the event was due

 

 

Editing Information:

  1. When you click into an individual cell of the spreadsheet the system will display a Dropdown Arrow.  Click on the arrow to display a menu of items that can be done with that cell.
  2. Contact Name Menu – When you click on the dropdown menu for the Contact Name you can do the following:
    1. Edit Contact:  Displays the contact for the current series
    2. Edit Transaction:  Displays the transaction assigned to this series
    3. Stop Series:  Deletes any non completed events in this series for this contact/transaction
    4. Toggle Show/Hide:  Allows you to turn on/off the display of the series for the contact/transaction -  If the series is Hidden then you can select the [Show All] checkbox to see hidden series
  3. Event Menu – When you click the dropdown menu for an individual event you can do the following:
    1. Edit: Displays the event detail for this cell
    2. Process: Processes the event (Print/Send) then completes the event
    3. Complete:  Toggle the completed event as completed or not completed
    4. Delete:  Removes the event from the database
    5. Edit Contact: Displays the contact for the current event
    6. Edit Transaction: Displays the transaction for the current event

 

Printing Task Series Spreadsheet: Use the Print Menu Item to Do the Following:

  1. Print – Print the selected series to your printer
  2. Page Setup – Adjust the layout and margins of the printed document