Staff Control Panel Tasks

For further information please see the Staff Control Panel Tasks Quick Guide or Tutorial. Please also see the Staff Control Panel Front Help page.

Tasks are assigned to a staff member, as something for that staff member to do, or a reminder. Tasks can also be linked to the job profile on a client. Tasks can be re-directed to other staff members and can have a recurrence for tasks that are done every week. Other staff members' tasks can be viewed.

For example: Please phone Mr Appleby regarding his books as they have not yet come in.

For details on postings tasks please see the Post Task Help screen.