Using Bureau Efficiency day-to-day - Task List

The Task List screen shows all the tasks in list form, for the clients selected in the drop-down at the top right of the screen.

Here you can mark tasks as complete, not required, or set automated tasks to run. The system will record who completed the task, date & time etc, under Audit > Task Log.

There are three types of Task: Manual, Payroll and Automatic.

Manual	To check these off, you need to select each one and select Mark Task as Complete. If you select Not Required that will also be recorded under Audit > Task Log.
Payroll	These tasks take place within the payroll software. Once a Payroll task is run, it will disappear from the Task List and appear under Audit > Task Log.
Automatic	These tasks will be removed from the Task List and appear under Audit > Task Log after you select Run Automated Tasks, either here or as part of a Batch Process.

How to use the Task List

Firstly, select the Task List view you want from the drop-down menu at the top of the screen. The defaults are:

• Today’s Tasks

• Next 7 Days

• This Period

• Overdue

To create your own View:

Next to the drop-down menu, select the following icon:

Enter a name for the template and select the following icon:

You can then select and drag to remove columns you don’t want to see, or drag them to the top of the table to sort by those columns.

Once you have chosen your view:

Choose the Select box to select a task or tasks, and then select the relevant icon at the bottom of the screen. The icons are Mark Task as Complete, Mark Task as Not Required and Run Automated Tasks.

Using Bureau Efficiency day-to-day

Using Bureau Efficiency day-to-day - Clients

Using bureau Efficiency day-to-day - Batch Processing