Tasks

• Summary
• Managing Tasks
• Summary
• Status
• Task Summary
• Detail
• Notes
• Audit History

Summary

Use this screen to add, view and manage Tasks. 

It contains a summary of all Tasks, and may be used to review your own Tasks, as well as those assigned to other Users.

Tasks may be added throughout the system, against Sales Orders, Purchase Orders, Stock Transfers and more; for a guide on adding Notes and Tasks, click here

Notes are simply Tasks without an actionable task

Key to Icons

= open

= in progress

= awaiting reply

= awaiting action

= completed

Overdue Tasks are highlighted in red

For more information on Statuses click here.

Finding a Task

All Tasks are listed on this summary screen; use the filters to find or view Tasks. You can filter by:

• Store
• Store User
• Category
• Status
• Due Date
  

You can also choose to view overdue only.

View by Category

Use the filters to view Tasks linked to a specific Category; these are set up in Site Settings.

It is not possible to filter by sub-category

View by User

Use the filters to view tasks assigned to a specific User.

Some tasks may be linked to more than one User

Managing a Task

Click on the Task Id to manage that Task.

More information on managing tasks is available here.

Managing Tasks

Summary

The Task page displays all of the relevant information about any specific Task, and allows the User to update and manage the Task as appropriate.

Page Breakdown

Status Summary Detail Notes Audit History

Status

This section shows the status of the Task; this is actually managed within the Task Summary.

The statuses include:

• open
• in progress
• awaiting reply
• awaiting action
• completed

These statuses are set manually; they are not linked to any additional function

Task Summary

This section shows essential information about the Task. 

Summary

Use this to enter a summary of the task - this is output as part of the list of Tasks on the previous page, and is intended to be used as a small snapshot of the action.

This is an optional field.

Assignment

This will show a list of all Users linked to this Task.

Note: a single Task can have multiple Notes added to it, and each of those may have different Users assigned to them

Category

Use these controls to set the Category and Sub-Category to the Task. 

These must be manually assigned, and no automation is linked to them

Status

Use this to control the Status of the Task.

These must be manually assigned, and no automation is linked to them

Detail

This section will show the Detail of any linked item, e.g. a Sales Order.

Detail

This will vary depending on the lined item.

For example, a Task linked to a Sales Order will include information on the Sales Order No. and Date, the Customer, etc.

These are the different kinds of links:

• Customer
• Customer Return (RMA)
• Purchase Order
• Sales Order
• Stock Transfer
• Supplier Return
  

Notes

This section is used to manage the Notes that are within a Task.

From this section is is possible to view and comment on individual Notes, as well as reassign them to a new User. 

It is also possible to mark a Note as completed within this section. 

Multiple Notes/Users

All Tasks must have at least one Note. It is also possible to insert addition Notes to a Task within this section. 

As each Note may be assigned to a different User, it is possible to have multiple Users linked to a single Task. 

Audit History

In this section, a complete Audit History for the Task is displayed.

This is automatically generated based on actions taken by Users in the CMS.