Tasks - Manage

Modified on Fri, 14 Oct 2022 at 10:54 AM

This gives you an overview of all the tasks currently set up in the system. You can search for, create, edit and delete tasks and assign them to members of your staff.

To add a new task, click the “+Add” button on the top right.

Provide any relevant information on the “Details” tab (subject, description, due date, etc.) and assign it to a member of staff (or yourself). You can set a reminder, which will send an email to the assignee at a chosen date/time. On the “Notes” tab you can add further information and upload attachments.

You can organise tasks by clicking any of the headers at the top of the screen (e.g. “Date Due”).

To view completed tasks simply click the “Show Completed?” box at the top of the screen and you can remove tasks by clicking the trash can icon and clicking “Confirm”.

Assigned tasks are displayed on the “Events Dashboard” under “My Tasks”.

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