Tasks are items requiring action by one or multiple individuals. This article explains how you action tasks from the App.
Note: A Task's Status cannot be updated unless the task is Assigned to the user.
- Tap main menu , Task Manager and select from the following:
- My Tasks - tasks assigned to you
- Task for Anyone - tasks that anyone can pick up
- Unassigned Tasks - tasks that are waiting to be assigned
- All Tasks - all tasks listed in Task Manager
- Tap the task to view
- Add a comment at the bottom of the screen to record progress on the task. Tap Submit .
- Tap Attach to attach a file to the task.
- To edit the task, tap more options and select Edit.
- If unassigned, use the Assignee(s) dropdown to assign the task (the task must be assigned to the user to enable the status to be changed)
- Tap the status button to change to:
-
- Mark as In Progress
- Mark as Complete
- Mark as On Hold
- Withdraw Task
- Click Save.
- To Duplicate tasks tap more options and select Duplicate.
- To Delete tasks tap more options and select Delete.
App 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 .
What's Next?