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Info

The Task module allows users to create and track tasks.

 

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You can create multiple tasks at the same time by searching and selecting 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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When creating tasks for multiple People, each Person selected receives a separate copy of the Task specified (each Task can only have one responsible Person).

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 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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