5 - Tasks

Task management
NB - This is for Scheme Administrators and Activity Administrators only Please note, it is imperative that you complete tasks once you have complete...
Tue, 12 Jul, 2016 at 12:19 PM
Create a new task (event based)
NB - This is for Scheme Administrators and Activity Administrators only Recurring tasks drive the work flow. For help setting these up, please contact th...
Wed, 21 Mar, 2018 at 6:17 PM
Create a new task (user generated)
NB - This is for Scheme Administrators and Activity Administrators only To create a user generated task please follow the below guidelines; To crea...
Wed, 21 Mar, 2018 at 6:18 PM
Add a task to a referral
NB - This is for Scheme Administrators and Activity Administrators only Here you can select a task from a preconfigured list or create a one off t...
Tue, 12 Jul, 2016 at 12:21 PM
How to view and filter tasks on the dashboard
NB - This is for Scheme Administrators and Activity Administrators only To filter tasks on the dashboard, please follow these guidelines; On the...
Fri, 15 Sep, 2017 at 9:42 AM
Similar tasks appearing at the same time
NB - This is for Scheme Administrators and Activity Administrators only Should you have multiple tasks appear against one referral which are very similar, ...
Tue, 12 Jul, 2016 at 12:22 PM
Bulk completing tasks on the dashboard
Bulk completing tasks on the dashboard. For any further guidance please contact the helpdesk. 1. From the dashboard you can filter the date range for ta...
Thu, 14 Sep, 2017 at 12:38 PM
Bulk complete tasks from list referral
NB - This is for Scheme Administrators and Activity Administrators only. This feature allows you to complete a task for a group of individuals. As an examp...
Fri, 2 Feb, 2018 at 10:33 AM
Bulk addition of tasks from list of referrals
NB - This is for Scheme Administrators and Activity Administrators only. This feature allows you to schedule a task for a group of invididuals. For exam...
Fri, 2 Feb, 2018 at 10:34 AM
Creating substates
NB - This is for Scheme Administrators and Activity Administrators only Should you have multiple tasks appear against one referral which are very similar, ...
Mon, 8 Jan, 2018 at 10:18 AM