Task Management

Locating Task Management Page
1. Click on Tasks       
Tue, 9 Jul, 2024 at 2:44 PM
Locating Task Management Quick Tools
1. Click on Circle checkmark on right hand side bar      2. This will open up Tasks       
Tue, 9 Jul, 2024 at 2:44 PM
Using Filters to View Task Management
1. Click on Tasks      2. Click on Filter      3. Click on Date Range            To change/update the default date range click on date range and s...
Tue, 9 Jul, 2024 at 2:44 PM
Searching in Tasks
1. Click on Tasks      2. Click on Search Topic Dropdown      3. Click on the corresponding topic you wish to search for            Topic Selectio...
Tue, 9 Jul, 2024 at 2:44 PM
Creating a Task
1. Click on Task      2. Click on New Task      Add General Information          3. Click on Title to add in a task title          4. Select P...
Tue, 9 Jul, 2024 at 2:44 PM
Editing Tasks
      1. Click on Tasks          2. Locate Task you Wish to update and click on Arrow to open Task detail flyout      3. Update any applicable info...
Tue, 9 Jul, 2024 at 2:44 PM
Re-Assigning a Task
      1. Click on highlight          Update the Status          2. Click on Status      3. Select the applicable Status Not Started Deferred ...
Tue, 9 Jul, 2024 at 2:45 PM
Task Bulk Updates
1. Click on Tasks      2. Select the Tasks you wish to Update       3. Select the update you wish to apply            Mark as Complete  Delete ...
Tue, 9 Jul, 2024 at 2:45 PM
Task Quick Add
1. Go to the area you are working as normal      2. Click on the Checkmark with a Circle and Plus symbol on the Right Side Bar to open Task Quick add ...
Tue, 9 Jul, 2024 at 2:45 PM