The task manager can be used to set one-time tasks or Recurring Tasks. To mark a task complete, see Marking Tasks Complete.
Tasks will appear on the dashboard as a Manager Action Item on their due date (see also, "Dashboard Overview"). You get to the Task Manager by going to Dashboard > Task Manager, by clicking the uncompleted tasks on the Dashboard, or by using the Task Manager button on the Task Report.
One-Time Tasks
Create New Task: You can create a task for today or in the future. You enter a task Name, a Description of the task, and a Due Date. This is only used for one-time tasks; all recurring tasks will be done under Recurring Tasks/New Recurring Task.
Due Tasks: Shows all tasks due today or in the past.
Upcoming Tasks: Shows all tasks that have been created but are not yet due.
Recurring Tasks
Recurring Tasks can serve as reminders for weekly or monthly tasks. Once they are created, they will appear in your Due Task list when they are due; they will appear in Upcoming tasks until then.
New Recurring Task: When creating a New Recurring Task, you will choose:
Name - a title for the task.
Description - more detailed directions on what the task is (255 character limit).
Next Recurring Date - this date should be the day in the future when you want this task to begin; if a task is created on and due today, it will not create its first task until its next due date.
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Recurring - how often you want the task to happen, weekly or monthly;
Weekly - the task will repeat on the weekday you choose, i.e., Monday, Tuesday, Wednesday, etc.
Monthly - the task will repeat on the day of the month you choose, i.e., 1st, 2nd, 3rd, 4th, etc.
Marking Tasks Complete
Tasks will appear on the Due Tasks list on their due date and remain there until they are marked complete. To mark a task complete and remove it from your Dashboard, check the red box (this is available for any tasks created by a Manager).
The task Create Print Batch is created by the software. To mark these complete, click the link to open Print Batches. You must create a Print Batch for your task to be marked complete.
These instructions can also be used to delete a task you are not planning to complete.