MAS 90 and MAS 200 - My Tasks

MAS 90 and MAS 200 allow users and companies to create customized task groups for frequently used tasks. This saves time if the tasks are spread out across multiple modules (e.g. Accounts Receivable and Sales Order for the sales department).

Customized tasks can be accessed using either the "My Tasks" tab of the task pane (to the right of the standard Tasks tab) or the "My Tasks" menu (to the right of the Modules menu).

These instructions apply to MAS 90 and MAS 200 versions 4.00 and higher. Customized task groups are also available in earlier versions, but with a different interface.

Private tasks

Overview

To access menu tasks quickly, you can organize them into groups of private task folders that only you can access on your workstation. You can also add external programs (for example, Word, Excel, or Crystal Reports) to any private task folder you create.

To create private tasks

  1. Right-click the My Task tab area, and select New > Private Folder.
  2. Type a name for the new private task folder.
  3. Right-click the folder, and select New > Task to add a menu task.
  4. In the Browse window, select the menu task to add and click Open.
  5. Right-click the folder, and select New > Program to add an external program.
  6. In the Browse window, locate and select the external program to add and click Open.
  7. Repeat steps 3-6 to add additional menu tasks or external programs.
  8. Access the private task folder from the My Tasks tab or the My Tasks menu.

To create private tasks using the drag and drop method

  1. In the Desktop's Tree View, click the menu task to add to the private task folder and hold down your left mouse button.
  2. Drag the menu task from the Tree View to the private task folder on the My Tasks tab.
  3. When the private task folder is highlighted, release the left mouse button to drop the menu task into the folder.
  4. From your computer desktop, click the shortcut (for example, Word, Excel, or Crystal Reports) to add to the private task folder and hold down your left mouse button.
  5. Drag the desktop shortcut to the private task folder on the My Tasks tab.
  6. When the private task folder is highlighted, release the left mouse button to drop the desktop shortcut into the folder.

Private tasks are created.

Public tasks

Overview

To access tasks quickly, you can organize them into groups in public task folders that all users can access. In addition to tasks, you can also add desktop shortcuts and external programs, such as Microsoft Word or Excel into a public task folder so that users can select and launch one of these programs without leaving the software.

Even though public task folders are accessible to all users, individual menu tasks within a task folder are still subject to the security set up in Role Maintenance (if security has been enabled). All company, module, menu, and task restrictions assigned to users override all task folder assignments.

Before you begin

You must have the appropriate security permissions set up in order to create public tasks.

To create a public task folder and public tasks

  1. On the Desktop, click the My Tasks tab and select New > Public Folder.
  2. Type a name for the public task folder and press ENTER.
  3. Right-click the folder and select New > Task.
  4. In the Browse window, select the module, the menu, and then the menu task to add to the folder and click Open. The task is added to the public tasks folder.
  5. To add more public tasks to this folder, repeat steps 3 and 4, as necessary.
  6. To add an external program to the public tasks folder, right-click the public task folder and select New > Program.
  7. In the Browse window, click the Folder button and select the external program, then click Open. The external program is added to the public task folder.
  8. To add more external programs to this folder, repeat steps 6 and 7, as necessary.
  9. You must exit the software and log back on for the new public folder to be accessible. You can access the public task folder from the My Tasks menu on the Desktop or the My Tasks tab.

Note: All users must exit the software and log back on before they can see the new public task folder.

To create public tasks using the drag and drop method

  1. In the Desktop's Tree View, click the menu task to add to the public task folder and hold down your left mouse button.
  2. Drag the menu task from the Tree View to the public task folder on the My Tasks tab.
  3. When the public task folder is highlighted, release the left mouse button to drop the menu task into the folder.
  4. From your computer desktop, click the shortcut (for example, Word, Excel, or Crystal Reports) to add to the public task folder and hold down your left mouse button.
  5. Drag the desktop shortcut to the public task folder on the My Tasks tab.
  6. When the public task folder is highlighted, release the left mouse button to drop the desktop shortcut into the folder.

You can also delete existing public task folders, and modify existing tasks or program titles. You can create an unlimited number of public task folders, and each folder can contain any number of tasks and programs.