Tasks

Creating New Tasks:

  1. Once the employee file is open, select the Tasks node on the left.
  2. The Tasks screen will open, showing the details of any existing tasks.
  3. To create a new task click on the Add New button.
    The Tasks screen will appear.
  4. Complete the following fields as required:
Field Explanation

Wizard
Subject Enter a subject for this task. This will appear on a task report or on the reminder window. Step 11 of the Employee Creation Wizard - "Tasks and Photo"

Tasks section
Due Date Enter the date the task is due, or click on the drop down button to select it from a pop-up calendar. This date can be used to filter the employee tasks report.
Priority Select the priority of this task. An icon will be displayed in the list of tasks for that employee, such as for high or for low.
Reminder If you wish to be reminded about this task at a future date, enter a date and time for the reminder.
At the specified date and time, a reminder window will appear on your desktop.
If payroll is not running at the specified time, the reminder will show the next time the program is run, example below:
Home

Enter any additional notes relating to the task.

This Text Editor allows you to insert images, tables, bullet points, etc. within the Notes document.
Categories You can categorise tasks to help identify them in reports. Select a category from the drop-down list. To create a new category select <<Add New>> from the list. Step 11 of the Employee Creation Wizard - "Tasks and Photo"

Tasks section
Task Complete Click the Task Complete Button once the task has been done.
Assign To

To assign the task to another employee:

  1. Click the Assign to button to assign the task to an employee in your Contacts.
    A bar is displayed telling you that the task has not been assigned and can only a Cotact can be assigned.
  2. Click the Drop down in the Assign tofield:
    The Search in Contacts screen will open.
  3. Select the required employee.
    The bar now says that the task has been assigned.
  4. Click the drop down against Send To for the assigned contact's email to appear.
    Click on the email address to send the task to the contact. Note that the task remains in the planner for the original owner.
Owner Click the Owner button to go to the owner of the task.
This is useful if you do an F3 Search for a specific task - when you open the task this tells you the Owner name, and then allows you to open the Owner's master file.







5. Click Apply to save the changes.