Using tasks with employees

Using tasks with employees

Tasks are a way of keeping track of any actions that employees need to perform. Assigning a task to an employee creates a record of it on their profile or on the Tasks screen, where you can insert a description of the task, as well as the date and time it is due to be completed. 

Tasks are split into Public and Private tasks. Public tasks can be seen by anyone and must be connected with at least one entity (such as an employee or child). If you are adding a task through the employee profile, it will always be Public. Private tasks can only be seen by, and assigned to, the user who created it. 

Adding a task through the employee

  1. Click on  Employees in the sidebar.
  2. Click on an employee'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 employee. 
  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.

Adding tasks through the Task screen

On the Tasks screen, you can see all tasks assigned to you, as well as all other public tasks on the system.

Adding a public task

  1. Click on the  icon in the top banner.
  2. Click on Create Task in the top right.
  3. In the pop-up window, click on the Public tab in the top right, if you’re not already on it.
  4. In the For field, select Employee, and search for the staff member's name in the field that appears.
  5. Fill 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 the 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.

Adding a private task

  1. Click on the  icon in the top banner.
  2. Click on Create Task in the top right.
  3. In the pop-up window, click on the Private tab in the top right, if you’re not already on it.
  4. Fill in the name of the task (in the Add a task field), the Due Date, and the Time it is due.
  5. Type in any Notes relating to this task.
  6. 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. Go to the Task screen.
  2. Click on the drop-down menu under the Status column.
  3. Select To do, In Progress, or Complete.

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