Task Priorities

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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.
- See Managing User Groups
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

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

Searching Tasks

Go to Task >> Task Listing
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)
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

Creating a New Task

Go to Task >> Task Listing
Click on Create New Task button

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
Click Create

The new Task was created successfully

Edit/View Details/Delete a Task

Go to Tasks
Select the icon to work on any task
- Edit Task
- View Details
- Delete a Task

Reviewing Task Notifications

When you go to your website admin
There is a tasks icon and badge number on the header menu
This will show you the number of tasks assigned to you not yet complete
The tasks icon will vibrate for a while to draw your attention to the tasks
Click on this icon to show the list of tasks assigned to you

Task Notifications

Click on a task to see the task details
Click on See all tasks to go to the tasks listing page

Managing Task Priorities

How to create new a Task Priority

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