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Tasks and Worksheets

v.1.18.0

Tasks and worksheets are used by both articles in comms and culture and can be linked to absence requests.

In Manage Mode

Tasks

View List of User Tasks

  1. Title
  2. Status
    1. Todo
    2. In Progress
    3. Completed
  3. Assigned to
    1. User Photo
    2. Name
    3. Role
  4. Manager
    1. Name
  5. Progress
    1. Percentage bar to completion
    2. Colour coded
  6. Due On
  7. Started on
  8. Completed on
  9. Task Group
  10. Actions : Update, Remove, View

View A task

  1. Details
    1. Title
    2. Description
    3. Relates to
      1. Content Name and link
    4. Due Date
    5. Task Group
      1. Group Name and link
    6. Task Interval
    7. Task Type
      1. Ad Hoc
    8. Worksheet template
      1. Name and link to worksheet used
    9. Progress
      1. Percentage Completion
    10. Assigned to
    11. Recipient / Approver
    12. Started On
    13. Started by
    14. Completed on
    15. Completed By
    16. Notification Settings
      1. See Common Features
    17. Comments
      1. See Common Features
  2. Task Location
  3. Recipients List
  4. Information
    1. See Common Functionality

Add A task

  1. Information
    1. Title
    2. Description
  2. Settings
    1. Due Date
    2. Task Group
      1. Choose from list
    3. Interval
      1. Daily
      2. Half Yearly
      3. Monthly
      4. Quarterly
      5. Weekly
      6. Yearly
    4. Priority
      1. Ad Hoc (Blue)
      2. Important (Orange)
      3. Urgent (Red)
    5. Worksheet
      1. Choose from list
    6. Assigned to
    7. Recipient / Approver
    8. Notification Settings
      1. See Common features

Stats Summary Cards

  1. Total
  2. Overdue
  3. To do
  4. In progress
  5. Completed
  6. Due date not set

Worksheets

View List of Worksheets

  1. Title
    1. Name
    2. Status (if draft)
  2. Type
  3. Created By
  4. Created On
  5. Actions: Design, Update, Remove, View
    1. Quick View
      1. Title
      2. Description
      3. Ad Hoc (On/Off)
      4. Published (On/Off)
      5. Worksheet type
      6. Comments
      7. Information

Add A Worksheet

  1. Title
  2. description
  3. Worksheet Type
    1. Expenses
    2. Health and Safety
    3. HR
  4. Ad Hoc
  5. Published 
  6. Document

Design a Worksheet

A worksheet consists on a list of sections containing a list of fields or questions

  1. Sections
    1. Move up or down in list of sections
    2. Action: Add a field (question)
      1. Title
      2. Description
      3. Helper text
      4. Mandatory (On/Off)
      5. Field Type
        1. Attachment
        2. Calculation
          1. Hide Calculation(On/Off)
          2. Whole Number (On/Off)
          3. Select Calculation type
            1. Percentage
            2. Running total
            3. Average
            4. Custom
              1. Starting field
              2. Starting Value
              3. Operator
              4. Ending Field
              5. Ending Value
        3. Date
        4. Image
        5. Number
        6. Radio Button (T/F)
        7. Multi Select List 
        8. Single Select List
        9. Signature
        10. Telephone
        11. Text
        12. Text Large
        13. Time
        14. Yes/No
    3. Update
    4. Collapse
  2. Questions/Fields List
    1. Drag and drop handle
    2. Name (question)
    3. Actions : Update, Remove

 

Task Groups

List Task Groups

  1. Name 
  2. Approver
  3. Action: view

View Task Group

  1. Title
  2. Description
  3. Default approver
  4. Default priority
  5. Allow everyone to view (On/Off)
  6. Notification Settings

Add a task group

  1. Title
  2. Description
  3. Default approver
  4. Default priority
  5. Allow everyone to see the group (On/Off)
  6. Notification settings

 

In Myself Mode

View My Tasks

Filtered by

  1. Task Group
  2. To do
  3. In Progress
  4. Completed

Grid view of tasks

  1. Name
  2. Description
  3. Due Date
  4. Percentage Completion
    1. Graphed
    2. Colour Coded
  5. Action : View 

View/Update Task

  1. Task Name
  2. Priority
  3. Description
  4. Due Date
  5. Percentage completion
    1. Graphed
    2. Colour Coded
  6. Overdue status
  7. Worksheet
    1. Reset worksheet
    2. Complete worksheet
    3. Actions : Save, Download as CSV, Download as PDF

Add an Ad Hoc Task

  1. Worksheet
    1. Choose from list
  2. Due Date
  3. Recipient / Approver

 

In Settings Mode

Task Intervals

View List of Task Intervals

  1. Name
  2. Action: View
    1. Title
    2. Description
    3. Task Interval type
    4. Action: update
      1. Title
      2. Description
      3. Task Interval type
        1. Choose from list
      4. Interval

Add a Task Interval

  1. Title
  2. Description
  3. Task Interval type
    1. Choose from list
  4. Interval

 

Task Priorities

View List of Task Priorities

  1. Name
  2. Action: view
    1. Details
      1. Title
      2. Description
      3. Priority Colour
      4. Actions: update, remove
    2. Information
      1. Created by
      2. Created on

 

Add a Task Priority

  1. Title
  2. Description
  3. Priority Colour

Worksheet Types

View List of Worksheet Types

  1. Name
  2. Action: view
    1. Details
      1. Title
      2. Description
      3. Actions: update, remove
    2. Information
      1. Created by
      2. Created on

Add a Worksheet type

  1. Title
  2. Description