Homepage - My Open Tasks

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My Open Task offers a summarise list of task with pending status (not completed) in the Home Screen area of the Business Role. My Open Task acts as a reminder of activities assigned to the current logged in user.

Only tasks where user is assigned under any employee partner function, are listed with traffic lights based on due dates. Tasks are removed automatically from the summary list, when their status are updated and set to internal status “Completed” (such as Completed, Rejected).

Traffic Lights

Traffic lights are calculated based on Due Date. The following criteria apply to filter the task

• Red (1): due date already achieved.
• Yellow (2): due date inside the hours defined in this task
• Green (3): due date not in the warning period yet. Not due

For example, if today is 28.01, the following traffic lights would be applied:

• A task with due date 28.01 would be Yellow.
• A task with due date 27.01 would be Red.
• A task with due date 29.01 would be Green

Activities Due Date are calculated automatically by the system based on End Actual Date or End Planned End Date.

When entered a new actual End Date, system would set that date as “Due Date”.

When not Actual Dates are entered, End planned date is set as “Due Date”.

Logic for traffic light is implemented on UI Component CRMCMP_GS_WC/TodaysTasks in method  GET_P_DUE

Which is the logic to select activities to display under  "Open Tasks"?

Logic is implemented on UI Component CRMCMP_GS_WC/TodaysTasks in method GET_QUERY_RESULT.

SAP standard logic will display any:

• Activity with category class “H  tasks”
• Responsible area: (1) Me.
• Internal System Status: Open or In process.

Activity with category class “H  tasks”

To enable the Traffic lights into the Calendar Screen in SAP CRM for all activities and tasks, it is necessary to assign an "Activity Category" with Class “H Task” to the Transaction type.

To assign this category proceed as follows:

IMG Menu	SAP Implementation Guide > Customer Relationship Management >  Transactions > Settings for Activities > Maintain Categories, Goals, and Priorities > Maintain Categories
Transaction Code	SPRO

Then assign the category to the transaction type.

IMG Menu	SAP Implementation Guide > Customer Relationship Management >  Transactions > Settings for Activities > Maintain Categories, Goals, and Priorities > Assign Categories to Transaction Types
Transaction Code	SPRO

Responsible area: (1) Me

In SAP, responsible area “1” means displays all the documents in which the business partner you are assigned to as a user, is assigned in any partner function of category employee.

Partner function category “Employee” could be check in configuration for each partner function.

Internal System Status: Open or In process

Internal system statuses are different to user status. Only activities that are not completed would be displayed under “My Open Tasks”. Internal complete status are Finalised, Cancelled.

In summary "My Open Tasks" is a very useful dashboard available in the Home Page of the Business Role, which offers a list of not completed Tasks assigned to the current logged in user.