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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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You can add more than 1 person for the task by searching and selecting the name(s):
Priority
Priorities are classified into:
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Priority or due date MUST be selected when creating a new task |
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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
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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:
- Open the Manage Tasks page.
- Click the Copy
icon on the far right, in line with the Task you wish to copy. - The system creates a new Task and copies the details from the original Task into it, including any attachments.
- Select one or more people from the Person Responsible chooser for the new Task.
- Review other details, and when you are happy click Save.
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 priorities and controlling notifications.
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