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For further information please see the Task Browser Quick Guide or Task Browser Help screen. If you would like information on posting tasks please see Post Task Help screen.
This tutorial will guide you through several scenarios on how the Task Browser 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.
Right-click on the Pm icon and select Task Browser.
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.
Right-click on the Pm icon and select Task Browser.
Locate the task in question and either
Place a tick in the Completed box
View the Task and select Completed and click 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.
Right-click on the Pm icon and select Task Browser.
Click 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.
Right-click on the Pm icon and select Task Browser.
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.