Task Management Overview

Task Management Overview Page

Select Task Management from the menu on the left to view the Task Management overview page. Listed for each task will be:

• Date Assigned
• Task Name
• Assigned Employee
• Due Date
• Date Completed
• Status
• Actions

Actions

Each task may be viewed in more detail by selecting the Eye icon, edited by selecting the Pencil icon, or deleted by selecting the Trash icon.

Filters and other Actions

Search for a task using the search bar on the top left, add a new task by selecting Add Task in the top right, and filter tasks by status under the search bar.

Manage Tasks

View Task

To view a task, select the eye icon to the right of the task. This will display all details for the task. Employees may mark these as complete in their app.

Select the blue arrow to the right of the Assigned To name to pull up their contact information.

Edit Task

To edit a task, select the pencil icon from the overview page and edit fields as required. The assigned date cannot be adjusted.

Delete Task

Delete a task by selecting the Trash icon from the overview page