On this page:
The Task module allows users to create and track tasks.
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:
Person Responsible
You can add more than 1 person for the task by searching and selecting the name(s) when creating a task (click each name).
IMPORTANT
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.
Priority
Priorities are classified into:
- High
- Low
- Medium
Due Date
Due Date is when the task to be be completed
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:
- 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 priorities and controlling notifications.
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.
To EDIT an existing Priority, click the () next to the Priority you wish to edit. Update the name of the Priority in the text box provided and click ‘Save’.
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.