Using the tasks screen for staff

Using the tasks screen for staff

Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system.

Adding a public task
Public tasks can be seen by anyone and must be connected with an entity. Public tasks can have multiple assignees.
  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 Staff, 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
Private tasks can only be seen by you, and are not connected to a candidate. Find out more.

Editing a task
  1. Click on the  icon in the top banner.
  2. For the task you want to edit, click on > Edit.
  3. Make the necessary changes in the pop-up window.
  4. Click Save.
Deleting a task
  1. Click on the  icon in the top banner.
  2. For the task you want to delete, click on > Delete.
  3. Type DELETE into the pop-up window.
  4. Click Delete.
Changing a task’s status
  1. Click on the  icon in the top banner.
  2. Under the Status column, click on the drop-down menu for the task whose status you want to change.
  3. Select To do, In Progress, or Complete.

    • Related Articles

    • Using the tasks screen for children

      Tasks are a way of keeping track of any actions you need to complete that are associated with people on the system. You can use the task screen to see all tasks assigned to you, as well as all other public tasks on the system. Adding a public task ...

    • Tasks in the staff profile

      Tasks are a way of keeping track of any actions you need to do associated with a child. Adding a task Click on Staff in the sidebar. Click on a staff member's name to bring up their profile. Go to the Tasks tab. Click on Create Task in the top right ...

    • Understanding the staff scheduling screen

      The Staff Scheduling screen provides an overview of all the scheduled sessions in each room. This includes which staff members and children are scheduled, the number of children and staff members, if they’re in ratio, and how long each session lasts. ...

    • Scheduling staff through the staff scheduling screen

      The advantage with booking staff through the Staff Scheduling screen is that you can see at a glance how many staff members and children are scheduled in each room. Scheduling single sessions Click on eymanage > Staff Scheduling in the sidebar. Click ...

    • Adding private tasks

      Private tasks can only be seen by the user who created it, and aren't connected to any entities. You can create a private task from the Tasks screen. Click on the icon in the top banner. Click on Create Task in the top right. In the pop-up window, ...