Last update:
May 25, 2023
Using the Tasks application¶
To start using the Tasks application, сlick to open the applications menu.
- My tasks opens the user's active and completed tasks.
- All tasks opens all currently active tasks.
- Archive opens all completed tasks.
All tasks can be filtered by:
- Type.
- Priority.
- Due date.
Creating tasks¶
To create a new task:
-
Select All tasks and click .
-
Fill in the fields:
Field Description Type Select a task type from a dropdown list.
Read more about creating and configuring task types in the Settings section.Summary Descriptive title. Description Task detailed description (optional). Priority Task priority. Select from a dropdown list:
- Lowest.
- Low.
- Normal.
- High.
- Highest.
Due Task deadline. Assignee From a dropdown list, select the employee the task is assigned to.
Read more about Roles and permissions.Status Current task status. Assigned automatically. Attachments Attachments to the task. -
Click to save changes.
The assignee recieves an email notification of the assigned task.
Processing tasks¶
To process the assigned task:
-
Open the assigned task using either way:
- Click a link in a notification email.
- Open the Tasks application and go to My tasks -> Active.
-
Process the task:
- Click to complete the task. The task wil be archived with the Done status.
- Click to reject the task. The task wil be archived with the Canceled status.
- Click to restore the original version of the task.
- Click to save changes.
- Click to delete the task.