Task Manager

*   Visit the Task Manager app by selecting it in the app menu or by visiting the Dashboard and selecting it there. Use this app to assign tasks related to updating and maintaining your website.

 

Creating/editing tasks

  • Description
  • Assigning the task
  • Priority level
  • Sending a reminder

  

HOME PAGE
  • The Task Manager home page contains a list of all of your tasks, which you can sort (A) and search (B)
  • Each listing (C) tells you the task deadline, who it’s assigned to, the app involved and the description
  • Edit or mark an item complete by clicking the appropriate icons (D). You also can edit an item by clicking its title (E).
  • The colored circles (F) indicate the priority level of each task
  • Click the toggle (G) to switch between INCOMPLETE TASKS and COMPLETED TASKS
  • Return to this page by clicking VIEW ALL TASKS (H) from any page within the app. 
  • Get started on a NEW TASK (I)
  • Read documentation on the Task Manager app (J)

 

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NEW TASK
  • Click NEW TASK from any page in the Task Manager app

 

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OR

  • Click the checkmark icon associated with any content block

http://hitsinabox.com/sites/hitsinabox.com/assets/images/task_app/task-content-block.png

 


 

CREATING/EDITING TASKS
  • Enter a task TITLE, DESCRIPTION and DEADLINE date and time (if you do not enter a deadline,  it will default to the current date and time)
  • Select a user from the ASSIGNED TO dropdown menu (only people with a website user account can be assigned a task)
  • Select an option from the APP dropdown menu (optional)
  • Select a PRIORITY LEVEL
  • Mark the task COMPLETED when task has been finished (this will move the task to the Completed Tasks section on the Task Manager home page)
  • Click the ADD REMINDER button to send an email address to the person responsible for completing the task (click the button again to add another reminder for a different email address or a different time parameter)
  • Click the DUPLICATE THIS TASK button to make a replica of this task (it will appear on the Task Manager home page along with your other tasks)
  • Click the SAVE button when you are finished creating/editing your task, or the DELETE button to delete it.

 

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NAVIGATING AMONG TASKS
  • Every task page contains a dropdown menu for easy access to other tasks

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I STILL NEED HELP


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