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On the Manage Tasks page, you can view, edit, copy, sort, filter and/or export the tasks into excel format.
Adding 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):
Priority
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 |
Notifications
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
Attachments
Each Task can have one or more Attachments, which are saved in the section illustrated below. Attachments can be any file format. Attachments should be kept to less than 5MB where possible.
Status
Status can be updated as:
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Closeout date is when the task is completed (closed)
Copying a Task
An existing Task can be used as the basis for creating new Tasks. To copy a Task follow these steps:
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