Users who have access to the Tasks function will see
Click the icon.
This will open up a new task.
Complete the details that appear in the new Task tile. Below is a sample, with some additional information on the fields available.
When completed, click to save.
If the task is contracted like the image below, click the dropdown to expand it.
Click at the bottom left of the task.
Edit any fields as required.
If a task has been completed, click to change the status to
.
Similarly, click to change the status to
if a task needs to be re-opened.
Once the required changes are made, click to save the changes.
If the task is contracted like the image below, click the dropdown to expand it.
Click at the bottom of the task.
Confirm that you wish to deactivate the task by clicking .
Deactivating the Task will mean that it will not appear in the Actions Required area of the assignee’s dashboard.
The task will still be visible in case it is still required. To re-activate the task, click.