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The Task module allows users to create and track tasks. |
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INTRODUCTION
The Task module allows users to create and track tasks and scheduled items.
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.
Adding a Task
On the Add / Edit Task page, details of the tasks are to be included:
Creating Multiple Tasks Simultaneously
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). |
Adding a Private Task
By checking the "This task is private" box, the Task will only be visible to the Creator. It cannot be viewed by any other User, including Administrators and Managers.
Priority
Priorities are classified into:
- High
- Low
- Medium
Due Date
Due Date is when the task to be be completed.
If the task falls overdue, the person or persons responsible for the task will receive a reminder notification on the day the task is overdue.
The reminder notification is only sent once.
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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
Reminder notifications are sent to the person or persons who are responsible for the task.
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:
- In progress
- Pending
- Closed
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 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’.
Each priority has an associated colour that is used in the list view when reviewing tasks.
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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To DELETE an existing Priority, click the (
) icon next to the Priority.
Notifications
Select the ‘Send notifications as email’ box to alert users when a task is created or modified that is related to them. Note that this relies on a correctly entered email address for the User in their CS Intranet user account.