Auto-generated task report
Auto-generated task report lists all tasks that are automatically generated by the system and corresponding task information. To access the auto-generated task report, click Auto-generated task report on the left navigation panel under Directory.
You can perform various actions to view and manage requests in the Auto-generated task report.
Choose Columns
You can select the columns that you want to display in the Auto-generated task report. Click the choose columns (
) button in the upper-right corner, and select the column names in the Choose columns panel from the following column groups: Basic information, User information, and Profile information. Then, click Save to save your choices.
Sort and Filter
To sort and filter tasks in the report, click the Sort and filter (
) button in the upper-right corner and complete the following steps:
-
Sort by – Select a column name from the drop-down list to sort the tasks, and then choose to arrange the tasks in the Ascending or Descending order of the selected column.
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Filter by – Select one or more columns from the drop-down list, and then configure the column values as the filter of the tasks.
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If you want to reset the filters you configured, click Reset.
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Click Save to save all your configurations.
Change View
To include various tasks in the report, you can select from the built-in views, as well as configure custom views based on the built-in views. AvePoint Cloud Governance provides the following built-in views:
- **All** **auto-generated tasks** – It displays all tasks that are automatically generated by the system, and this is the default view of the **Auto-generated task report**. You can set another view as the default view.
- **Ongoing** **tasks** – Displays all ongoing auto-generated tasks.
- **Tasks** **with exceptions** – Displays all auto-generated tasks with problems encountered.
To change the view, click the Change view (
) button, and then select a view from the list.
To configure your custom views, perform the following actions:
- **Save view as** – When you are using a built-in view, you can choose your desired columns, sort, and filter workspaces. If you want to save the current view as a new view, click the Change view () button, and then click **Save view as**. In the **Save view as** window, enter a view name in the text box and click **Save** to save the view. The view that you created will be displayed under the **Custom views** category in the view list.
- **Publish view** – If you want to publish a custom view as a public view, select a custom view in the view list, and then click **Publish view**. The published view will be displayed under the **Published views** category in the view list. Note that all the IT administrators in your tenant can view, edit, or delete the published view.
- **Set current view as default** – If you want to set a view to be the default view, select a built-in view or a custom view in the view list, and then click **Set current view as default**. This view will only become your default view and will not become the default view of other IT administrators.
- **Delete view** – If you want to delete a view, select a built-in view or a custom view in the view list, and then click **Delete view**. Note that the built-in view **All** **auto-generated tasks** cannot be deleted.
- Modify a view – If you change the columns, sorts, and filters in a view and you want to save the changes, you can click the Change view () button, and then click **Save changes to current view**. Note that the built-in view **All** **auto-generated tasks** cannot be modified.
Export Report
To export the report, including the information of all auto-generated tasks, complete the following steps:
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Click Export report on the ribbon.
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In the Export report window, choose to Export to a local path or Export to a storage location. If you choose to export to a storage location, select a location from the drop-down list.
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Select a file type for the report from the drop-down list: CSV or XSLX.
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Click Export.
Refresh Report
You can click Refresh to refresh auto-generated task report.
View Task Information
To view the detailed information of a task, click the summary of the task. In the view details panel, you may see the following task information which varies by the task type:
*Note: The task types now include confirm governance details task, renewal task, renewal approval task, and contact election task.
- Basic information of the workspace – **Name**, **Description**, **Type**, **Membership assignment method**, **Phase**, **Policy**, etc.
- User information
- Advanced information
- Metadata
- Links – Links for accessing group/team/community resources, such as **Conversations**, **Notebook**, **Site**, etc.