Task Priorities

Tasks Module Overview

The Tasks Module is a great way to manage tasks in your company. You can assign to individuals and set status, priority and due dates. Easy reminders will appear when tasks are due. When working with tasks, you must first define which users can be assigned tasks. This guide covers all aspects of the task assignment setup and how to work with search, create, view and mark completed.

NB! - Who can be Assigned Tasks?

  • Assigning who is controlled by a user group, first set up the group.
  • This is controlled by selecting a user group for people allowed to work on tasks.
  • The group allowed to be assigned tasks is set in site settings under the "Assignable user groups for tasks", see more at /wiki/spaces/ANFBMS/pages/51380405
  • Once you set the user group for tasks, you can then edit the allowed user group settings and add them to the group defined

Task Setup Steps

STEP-BY-STEP
  • 1
    Create the user group for tasks (say "task assignees")
  • 2
    Change the site setting "Assignable user groups for tasks" and add the group you just created
  • 3
    Find the users you wish to assign tasks to and edit the user groups to include the group you just created

Searching Tasks

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Task>> Task Listing
  • 3
    In the Search Tasks region, enter any of the following
    • Keyword (Name/Description contains this keyword)
    • Completion status: Yes/no, the default option is No
    • Priority
    • Requester (the contact who created the task)
    • Assignee (who is assigned the task)
    • Contact (Who the task is for)
  • 4
    Click Search button
     

    Note: Values displayed for assignees, requesters and contacts are calculated from real task data, which means you can only select the contacts who are already selected in tasks

    Task Priorities

Creating a New Task

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Task >> Task Listing
  • 3
    Click on Create New Task button
    Task Priorities
  • 4
    Enter Details
    • Task Name (mandatory)
    • Description (optional)
    • Select Task priority (the default task priority is selected as a default - see more at Managing Task Priorities)
    • Set the Assignee (The contact who does the task - required)
    • Requester (The contact who created the task - current contact as default)
    • Select Contact (The contact this task is about)
    • Start Date (default is today)
    • Set the Due Date
    • Optionally:
      • Flag if the task is completed
      • Set the completed date if the task is already complete
      • Enter the completion notes
  • 5
    Click Create
    Task Priorities
  • 6
    The new Task was created successfully
    Task Priorities

Edit/View Details/Delete a Task

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Tasks
  • 3
    Select the icon to work on any task
    • Edit Task
    • View Details
    • Delete a Task
    Task Priorities

Reviewing Task Notifications

STEP-BY-STEP
  • 1
    When you go to your website admin
  • 2
    There is a tasks icon and badge number on the header menu
  • 3
    This will show you the number of tasks assigned to you not yet complete
  • 4
    The tasks icon will vibrate for a while to draw your attention to the tasks
  • 5
    Click on this icon to show the list of tasks assigned to you
    Task Notifications
  • 6
    Click on a task to see the task details
  • 7
    Click on See all tasks to go to the tasks listing page

Managing Task Priorities

How to create new a Task Priority

STEP-BY-STEP
  • 1
    Go to Tasks >> Task priorities
  • 2
    Click on Create New Task Priority button
    Task Priorities
  • 3
    Enter Name (mandatory),
    Is Default (setting a specific task to be the default)
    Description (optional),
    Order
    And click Create
    Task Priorities
  • 4
    The new Task Priority was created successfully
    Task Priorities

How to Edit/View Details/Delete a Task Priority

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Tasks >> Task priorities
  • 3
    Click Edit / View Details / Delete icon on a Task Priority
    Task Priorities

Video for reference.

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