Tasks in the staff profile

Tasks in the staff profile

Tasks are a way of keeping track of any actions that staff need to do associated with a child.
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Adding a task
  1. Click on  Staff in the sidebar.
  2. Click on a staff member's name to bring up their profile.
  3. Go to the Tasks tab.
  4. Click on Create Task in the top right to add a task for this staff member. 
  5. Type in a Description of the task, the Due Date, and the Time it is due.
  6. Click on the Assignee field to choose which users are assigned to this task. You will be selected by default, and can be removed by clicking the x next to your name.
  7. Type in any Notes relating to this task.
  8. Click Submit.
Editing a task
  1. Click on> Edit next to a task.
  2. Make the necessary changes in the pop-up window.
  3. Click Save.
Deleting a task
  1. Click on> Delete next to a task.
  2. Type DELETE into the pop-up window.
  3. Click Delete.
Changing a task's status
  1. Click on the drop-down menu under the Status column.
  2. Select To do, In Progress, or Complete.

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