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On this page:
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The Task module allows users to create and track tasks. |
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There is now a new version of this module.
TASK LIST
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)
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ADMINISTRATION SETTINGS
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 of priorities and controlling 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’.
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To CREATE a new Priority, enter the Name in the text box below ‘Add New Priority’, click on the colour you wish to be associated with this priority and click ‘Save’.
This new Priority will now be added to the available list when new tasks are entered.
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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:
...
Due Date
Due Date is when the task to be be completed
| Info |
|---|
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:
...
Status
Status can be updated as:
- In progress
- Pending
- Closed
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Note that this relies on a correctly entered email address for the User in their CS Intranet user account.