{"id":979,"date":"2019-02-12T13:34:29","date_gmt":"2019-02-12T13:34:29","guid":{"rendered":"http:\/\/www.metaoption.com\/blog\/?p=979"},"modified":"2025-10-22T13:06:15","modified_gmt":"2025-10-22T13:06:15","slug":"how-to-use-the-user-task-feature-in-microsoft-dynamics-nav-2018","status":"publish","type":"post","link":"https:\/\/www.metaoption.com\/blog\/microsoft-dynamics-nav\/how-to-use-the-user-task-feature-in-microsoft-dynamics-nav-2018\/","title":{"rendered":"How to use the \u2018User Task\u2019 feature in Microsoft Dynamics NAV 2018?"},"content":{"rendered":"

To help improve productivity, the new User Tasks in Microsoft Dynamics NAV 2018 allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organization. You can also set an expiration date, create a recursive task, link pages and reports.<\/p>\n

How to use the User Task?<\/strong>
\nStep 1<\/strong>. Go to Departments > Administration > Application Setup > Users<\/p>\n

\"Microsoft<\/p>\n

Step 2. <\/strong>Click the \u201cNew\u201d button to add a task.<\/p>\n

\"Microsoft<\/p>\n

Step 3<\/strong>. After you click the \u201cNew\u201d button, it will open a page where you can enter the details for the task. Fill in Subject, Task Description, Due Date, Start Date, and Priority. Enter a value in \u201cUser Assigned to\u201d field and optionally select a value in \u201cLink Task to:\u201d for either Page or Report then set the page id or report id where you want to link the task.<\/p>\n

\"Microsoft<\/p>\n

Step 4.<\/strong> You can also create a recurring task by clicking \u201cRecurrence\u201d action.
\nFill in \u201cRecurring Start Date\u201d, a formula for the repeating task and the number of occurrences then click \u201cOK\u201d. In this example, we used to perform the task daily for 5 days starting on 2\/8\/2019.<\/p>\n

\"Microsoft<\/p>\n

When you set the occurrences at 5, the system will generate 5 tasks from the recurring start date. After clicking \u201cOK\u201d, the newly added tasks will show on the \u201cPending User Tasks\u201d page. You can also Modify the task like changing the \u201cUser Assigned To:\u201d, \u201c% Complete\u201d, \u201cPriority\u201d and \u201cDue Date\u201d<\/p>\n

Step 5.<\/strong> After completing the task on the list, you can set it up as complete by selecting \u201cMark Complete\u201d from the Pending User Task list or User Task Card.<\/p>\n

\"Microsoft<\/p>\n

Once you select the \u201cMark Complete\u201d button, the \u201c% Complete\u201d value will be changed into 100.
\nWhen you return to the Role Center, you will see the remaining tasks in \u201cMy User Tasks\u201d tile.<\/p>\n

\"Microsoft<\/p>\n

Learn more about Microsoft Dynamics NAV<\/strong><\/a>.<\/p>\n

Explore<\/strong><\/a> Microsoft Dynamics 365 Business Central and NAV Add-Ons<\/a> <\/strong>from MetaOption which helps your businesses and boost your operations efficiently across various industries.<\/p>\n

For more information and a tailored demonstration, please contact MetaOption LLC<\/strong><\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

To help improve productivity, the new User Tasks in Microsoft Dynamics NAV 2018 allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organization. You can also set an expiration date,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","footnotes":""},"categories":[4,11],"tags":[622,624,604,602,57,615,623],"class_list":["post-979","post","type-post","status-publish","format-standard","hentry","category-microsoft-dynamics-nav","category-general","tag-dynamics-nav-2018-user-task","tag-dynamics-nav-in-jersey-city","tag-microsoft-dynamics-nav-2018-features","tag-microsoft-dynamics-nav-partner-in-new-york","tag-microsoft-dynamics-nav-support","tag-microsoft-partner-in-new-york","tag-user-task-in-dynamics-nav"],"featured_image_src":false,"rttpg_featured_image_url":null,"rttpg_author":{"display_name":"MetaOption","author_link":"https:\/\/www.metaoption.com\/blog\/author\/admin\/"},"rttpg_comment":0,"rttpg_category":"Microsoft Dynamics NAV<\/a> General<\/a>","rttpg_excerpt":"To help improve productivity, the new User Tasks in Microsoft Dynamics NAV 2018 allow you to create tasks to remind you of work to be done. You can create tasks for yourself and assign tasks to others or be assigned a task by someone else in your organization. You can also set an expiration date,\u2026…","_links":{"self":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts\/979","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/comments?post=979"}],"version-history":[{"count":0,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/posts\/979\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/media?parent=979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/categories?post=979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.metaoption.com\/blog\/wp-json\/wp\/v2\/tags?post=979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}