Task Management

Brevity has been looking at ways to improve collaboration between staff with the advent of current situation requiring staff to work remotely. The Task functionality is one area that has been improved to allow Tasks to be assigned, as well as for staff to schedule Tasks for themselves.

Managing your Tasks

Users are notified of upcoming tasks via the bell icon in the menu header. Clicking on the link

Open

This will show your Task view with tabs to filter on All Tasks, My Tasks or Assigned Tasks. All Tasks will show all tasks, My Tasks will show only tasks created by the user, and Assigned Tasks will only showed tasks assigned to the User.

Open

You can simply click on the + button to add personal tasks or click on any of the tasks in the list to update them.

The Task has the following fields that can be entered:

• Task Name: Title of the task

• Task Details: Description of the task

• Status: Status of the Task. This can be Not Started, In Progress or Completed

• Start Date: Expected start date

• Due Date: Expected completion date

• Assigned To: Staff responsible for completing the task. Staff will only see tasks assigned to them in the list. The only exception is Client related tasks, which will show for all staff allocated to work with the Client where the Assigned To is not set.

• Attachments: Files that can be attached to the tasks

• Sub Tasks: List of items to be completed for the task

• Comments: Allows recording of ongoing comments as the task is being worked on

Assigning Tasks

Managers can assign tasks to staff to complete. This can be done via the communication section on any record in Brevity e.g. Quote, Client, Employee, etc..

To do this, from within the Communication section on the record, click the New Task option..

This will allow you to see already assigned tasks, as well as create new tasks. To assign the task to a particular staff member to complete, simply select their name in the Assign To field..