To view the task path timeline for a home buy stage

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The procedure to view the task path timeline for a home buy stage is as follows:

  1. Navigate to Quick Menu > Home Buy > Configuration > Home Buy Stage Type. The Home Buy Stage Configuration window is displayed.
  2. Expand a company subheading from within the nested classification structure and select an associated stage from the alphabetical list, or enter its name into the Search Stage Types field. By default the list is filtered to show Current stage types. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Automatic Tasks. The Automatic Tasks tab is activated, revealing a list of all tasks linked to the home buy stage in graphical timeline form.
  4. Use the Expand Timeline () and Contract Timeline () icons to control the scale of the chart; use the Left () and Right () scrolling arrows to navigate between adjacent events along the timeline.
  5. Alternatively, click on Switch View. All automatic tasks linked to the home buy stage are displayed in the Automatic Tasks summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
  6. Click on Close.


Tip

1 By default, all tasks are sorted first by their effective date and then alphabetically; to aid the selection process, rows can be reordered by clicking on any of the available headings.

Note

1 The Search Stage Types field will match against any element of the home buy stage description.

2 To return to the default view, with all home buy stage tasks displayed in graphical form, click on Switch View a second time.


Field

Description

Task

An explanation of each home buy task to be conducted within the stage.

SLA

The combined period and unit multiplier for each task within the home buy stage e.g. 2 weeks, 5 days, etc.

Predecessor Tasks

The dependency links to the prerequisite tasks.

Lag

The elapsed period controlling the delayed start time relative to the predecessor tasks.

Mandatory

This denotes the compulsory status of a task.

Effective From

The date on which the task's inclusion within the home buy stage workflow path came into effect.

Effective To

The task's last date of inclusion within the workflow path.


See related topics...

Home buy stage maintenance overview

To define the automatic task path for a home buy stage

To add a task to a home buy stage