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For further information please see the Post Task Tutorial or Post Task Help screen.
The View Task screen is identical to that of the Post Task screen. If you own, have been assigned or have privileges to edit tasks you can change all the details as detailed below. If a Task is marked as Private and you are not the assignee nor the owner then you will not be able to see or edit any details.
The post/view task screen can be accessed from several different areas of Pm including:
Task Browser, Staff Control Panel, Client Task tab, Job Stages, Job Stage Fast Entry, Task Reminders.
When creating a New Task supply who the task is being assigned to. This will automatically default to the current login, by selecting the relevant staff member there.
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Post Task Screen |
Optional |
Details |
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Recurrence |
Yes |
For details then please see the Post Task Recurrence Help screen |
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Audit |
n/a |
Shows the history of the Task. For more details please see the Post Task Audit Help screen |
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Assigned by |
No |
Displays the login from when the Task was first created |
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Assigned to |
No |
Displays who the task will be assigned to |
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Client ID |
Yes |
Allows the task to be linked to a client |
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Job ID |
Yes |
Will only be active when a client is selected and will detail all available jobs for the client. |
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Stage |
Yes |
Will only be active when Job ID is selected and will detail a stage within the selected job. Note: Completing this task will prompt for whether you want the stage completed as well |
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Subject |
Yes |
Allows a summary of the Task to be entered for quick reference |
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Main Body of task |
Yes |
A freeform box to enter/add details relating to the Task. |
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Status |
No |
The Status of a New task is defaulted to Not Started, but this can be changed to one of the following options:
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Private |
Yes |
Allows the sent task to be accessed only by the recipient and sender of the message |
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Reminder |
Yes |
This allows a reminder to be set on a task so it will prompt when the reminder time is reached. For further information please see the Post Task Reminder Help screen |
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Priority |
No |
To assign a priority against each task. The options available are Low (default), Normal, High and Urgent. This can then be used in conjunction with the Task Management Report to search. It is also possible within the task browser to order the tasks by the priority. |
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Attachment |
No |
The Attachment button is only seen when viewing a task created from the on-screen billing Draft invoice facility. Viewing this attachment will allow you to directly access the Draft Invoice. Note: Requires a current IRISPTP Time & Fees licence. |
There is a completed box which will generally not be ticked on creation of a new task and the field immediately to the right is the date that the task was completed. There is also a Due date field for the task, which although not compulsory, allows you to track the delay in completion of this task.
If the task is linked against a client job profile then when the task is completed a prompt will come up as to whether linked stage is to be completed or not. If Yes then the stage will automatically complete. If No then the task will complete but the stage will not.
The View tasks is very similar to the New task screen, except all fields are filled in from when it was initially created.
To Edit as task you need to have the privilege to do so. This can be checked by logging in a MASTER and then viewing the staff member and going to the Allowed tab. Scrolling to the bottom of this list. From here there are Task Privileges of which one of them is Can edit tasks assigned to you or Can edit any task. If you are editing the task to re-assign it to another staff member then you will need the 'Can re-assign tasks that have been assigned to you' selected as well.
Also the Task Owner can edit the task, and this will not rely on the Allowed tab on that staff member. The Task owner will also be able to re-assign the task.