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The Task module allows users to create and track tasks. |
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INTRODUCTION
The Task module allows users to create and track tasks and scheduled items.
There is now a new version of this module.
OLD VERSION
The Task module is edited by clicking the (
) in the Login Controls Toolbar at the top of the page.
The administration is for Tasks related to the setting of priorities and controlling notifications.
[click to enlarge]
Priorities
Priorities determine what options are provided when a new ‘To-Do’ task is created – they do not affect ‘Scheduled tasks’.
Each priority has an associated colour that is used in the list view when reviewing tasks.
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To DELETE an existing Priority, click the (
) icon next to the Priority.
Notifications
Select the ‘Send notifications as email’ box to alert users when a task is created or modified that is related to them.
NEW VERSION
On the Manage Tasks page, you can view, edit, copy, sort, filter and/or export the tasks into excel format.
Add Task
On the Add / Edit Task page, details of the tasks are to be included:
Person Responsible
You can add more than 1 person for the task by searching and selecting the name(s):
Priorities
Priorities are classified into:
- High
- Low
- Medium
Due Date
Due Date is when the task to be be completed
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Priority or due date MUST be selected when creating a new task |
Notification
Notifications can be set under the "Remind Me" field. This can be set for:
- 1 month before
- 2 weeks before
- 1 week before
- 3 days before
- 1 day before
Status
Status can be updated as:
- In progress
- Pending
- Closed
Closeout date is when the task is completed (closed)