Difference between revisions of "Tasks"

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==Recurring==
==Recurring==
{|
|style="width: 40%"|[[File:Task-recurring.png|500px]]
|style="width: 60%"|
<b>Set as recurring:</b> Would you like to set this task to repeat on a regular basis?
<br><br>
<b>Recur Every:</b> Select how often you would like the task to recur; Daily, weekly, fortnightly, monthly, annually, Nth_X_of_month (set day each month).
<br><br>
<b>Set Repeat:</b> You can then pick when the repeat occurs based on your selection; Weekly or Fortnightly on a specific day, Monthly or Annually on a specific date, Nth_X_of_month to specify the 3rd Monday of every month for example.
|}


=Create Task Template=
=Create Task Template=

Revision as of 05:19, 7 September 2023

Currently in development



Task Templates are used to schedule yourself in reminders to complete a Task in the future, such as:

  • Obtaining copies of updated licenses and certificates.
  • Completing employee reviews
  • Checking FairWork for award or pay updates

Task Templates can be created as a once off instance, a recurring task and has the ability to be escalated if not actioned.

In this article we'll be going through:

  • Elements task template creation
  • Workflow of setting up a task template
  • How to create a task (with/without template)
  • How to action a task when due


If you're experiencing difficulties following these steps or have any additional questions, please don't hesitate to Helpdesk

Task Elements

When setting up a Task Template or creating a task as a once-off occurrence, the fields in the form are near identical - keep a close eye on what you're doing!

The main difference is when using a template to create a task information will be pre-filled based on the Task Template, whereas creating a once-off Task will require you to fill each field out.

Below we'll be discussing each element of the task form and its behavior.

Task Templates

Tasks-details-aspects.png

1. Task Name: Give your task template an easily identifiable name.

2. Description: Provide a brief description of what is required of this task. This is important so whomever the task will be allocated to understands the requirements.

3. Task Due: Select a default due date for days/months after the Task is created. When creating a Task from this template, it will automate the due date according to your selection rather than specifying an actual date.

4. Assign To: You can choose who to assign this to, whether or not they are a Wageloch user or Staff member - it only requires a name and email address. This will provide the ability to Complete assigned tasks.

5. Send Notification: Choose when to send the first notification of a new task to be actioned.

6. Reminders: Send notifications every __ days before the due date and after the task is created, and send reminder notifications every __ days when overdue.

Escalation

Task-escalation.png

Enable Escalation: Choose if you would like to escalate the task.

Escalate Before Due Date: If the task has not been marked complete within ___ days of due date, it will notify the Escalate To contact.

Escalate To: Select the recipient of the escalation; this can be a Wageloch user, staff member or someone external to the system. Enter/select the name of the escalation point and their email address (only required if non-staff member)

Recurring

Task-recurring.png

Set as recurring: Would you like to set this task to repeat on a regular basis?

Recur Every: Select how often you would like the task to recur; Daily, weekly, fortnightly, monthly, annually, Nth_X_of_month (set day each month).

Set Repeat: You can then pick when the repeat occurs based on your selection; Weekly or Fortnightly on a specific day, Monthly or Annually on a specific date, Nth_X_of_month to specify the 3rd Monday of every month for example.

Create Task Template

Create New Task

From Task Template

Once Off Creation

Actioning Tasks