How to add, update, or delete a task?

Add a task

1. Navigate to the Tasks section and select the "+ Add task" button located at the top right corner.

2. Fill in the task details:

Task name: (e.g. Renew contract)

Subject: (select an employee, vehicle, or contract)


Due date

Assignee: (who is responsible for the task)

Description: (Notes, important information regarding the task, ...)

 

 

3. Click Add task.
Your task will now appear in the task list!

 

Update a task:

1. In the task list, locate the task you want to update. (You can use the Search filter)
2. Use the Status dropdown (e.g. To do, Awaiting, Done) to reflect the current progress.
   
   

Edit a task:

1. Click the task you want to edit and click on "Edit".
2. Update any of the following fields:
   
   
    
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
3. Click on "Save changes"
   

Deleting a task

1. Search for the task you want to remove.

2. Click on the task to open its details.

3. Select "More Actions".

4. Click Delete task.