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Info

The Task module allows users to create and track tasks.

 

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On the Add / Edit Task page, details of the tasks are to be included:



 

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Creating Multiple Tasks Simultaneously

You can add more than 1 person for the task create multiple tasks at the same time by searching and selecting the multiple name(s) when creating a task (click each name).  Each Person selected then receives an identical copy of the Task.  

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titleIMPORTANT

When creating tasks for multiple People, each Person selected receives a separate copy of the Task specified . One task cannot have multiple responsible People, although they can be selected and specified in the one action(each Task can only have one responsible Person).

 



 Priority

Priorities are classified into:

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Info

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

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  1. Open the Manage Tasks page.
  2. Click the Copy  icon on the far right, in line with the Task you wish to copy.
  3. The system creates a new Task and copies the details from the original Task into it, including any attachments.
  4. Select one or more people from the Person Responsible chooser for the new Task.
  5. 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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