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This tutorial will guide you through several scenarios on how the Staff Control Panel Task tab works and can be used.
Show all Outstanding Tasks linked against a particular client
Post a new task, linking a client, job and specific job stages with a reminder set to do the work on
View a new Task
assigned to you and re-assign to different colleague
The posting and re-assiging of tasks require the staff member privilege to be ticked. This can be found from viewing the staff member details, when logged in as MASTER, and going to the allowed tab.
Log into Pm or right-click on the Pm icon and select Staff Control Panel.
This will automatically open to show your outstanding Tasks.
Under Tasks Assigned To ensure that no staff ID is present.
Enter the client identifier in question.
Click Refresh.
Log into Pm or right-click on the Pm icon and select Staff Control Panel.
Locate the task in question and either:
Place a tick in the Completed box.
View the Task and tick Completed and OK.
This will go back to the Task Browser and when the screen is refreshed the Task will disappear from view. This is because the Task Browser is showing Outstanding Tasks by default.
Log into Pm or right-click on the Pm icon and select Staff Control Panel.
Click on Post to create a new task.
Ensure your id is in the Assigned to: box.
Enter details for the client, client job and specific client job stage.
Click Reminder and enter a reminder for the future.
Enter a subject and main body text if needed.
Click OK to confirm the posting.
Log into Pm or right-click on the Pm icon and select Staff Control Panel.
A new task is noted, as it is Bold so to see the details highlight and click View.
Review the task and amend the Assigned to: box to pass the Task to a colleague.
Click OK.
Back on the Task Browser click Refresh to update the Task Browser list.