Tasks can be managed from the diary or from the task list.
The task list will appear before the home page each time you login to Actis, or from the menu select Activities, Tasks
When you set a reminder for the task, a link will appear each time you return to the home page. Under the Actions tab, click You have n task reminder(s) to launch the list.
On the task list use the radio buttons and checkboxes to select which tasks and reminders to display:
- All Tasks: tasks are added to the diary as actions for yourself
- Reminders Only: reminders are set by you when the task is created
- Include Actioned: include completed tasks and/or reminders
- Include Inactive: include cancelled or deleted tasks and/or reminders
Edit the task
- From the menu click Activities, Tasks, choose the task from the list and under the Actions tab click Open Task OR
- From the diary, select the task entry and under the Actions tab click View/Edit Task OR right-click the task entry and select Open Task from the drop-down menu
- Make any changes to the task as required and click the Save and Exit button to confirm the changes
Complete the task
- From the menu click Activities, Tasks, choose the task from the list and under the Actions tab click Open Task OR
- From the diary, select the task entry and under the Actions tab click View/Edit Task OR right-click the task entry and select Open Task from the drop-down menu
- Tick the Actioned checkbox to indicate the task is closed
- Click the Save and Exit button to confirm the change
Cancel or delete the task
- From the menu click Activities, Tasks, choose the task from the list and under the Actions tab click Open Task OR
- From the diary, select the task entry and under the Actions tab click View/Edit Task OR right-click the task entry and select Open Task from the drop-down menu
- Untick the Active checkbox to remove the task from the list and diary
OR - Click to select the task in the list
- Under the Actions tab click Delete Task
- Click the Save and Exit button to confirm the change