Tasks are items requiring action by one or multiple individuals. This article explains how you action tasks on the Desktop.
Note: Your Access Level may restrict the use of some features.
For App use, see Actioning Tasks (App).
Tasks may be actioned by
Editing Task Details
Note: A Task's Status cannot be updated unless the task is Assigned to the user.
- From the left menu, navigate to Safety Manager > Task Manager
- To open
- Click on the task title and Edit in the top right corner, or
- Select more options ••• Edit
- Edit fields as required
- Assign the task using the dropdown
- Click Save.
Adding a comment
Note: Add comments to record progress on a task.
Tasks must be assigned to be actioned. To assign Edit and update the Assignee(s) field.
- From the left menu, navigate to Safety Manager > Task Manager
- Click on the task title to open
- Type comments in the Add a comment field.
- Click Submit
to add the comment
- Click Attach
to attach a file
![](https://www.safeagsystems.com/hubfs/image-png-Dec-09-2021-08-01-36-83-PM.png)
Notification: When the Status of a Task is changed, the task creator and assignees (excluding the person who edited the task) will receive a notification via the bell icon.
- From the left menu, navigate to Safety Manager > Task Manager
- Click on the task title to open
- Use the Status dropdown to update the status.
![To action a task menu](https://www.safeagsystems.com/hs-fs/hubfs/image-png-Dec-09-2021-08-02-35-21-PM.png?width=163&name=image-png-Dec-09-2021-08-02-35-21-PM.png)
Changing Completed Date
- From the left menu, navigate to Safety Manager > Task Manager
- To open
- Click on the task title and Edit in the top right corner, or
- Select more options ••• View
- From the task view select more options ••• Edit date completed
- Update the New date completed and Time.
- Click Save.