Creating Tasks
The Tasks feature enables users to assign and manage project related tasks within InEight Document.
Creating Tasks from the New Menu
To create a task:
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At the New Task screen, select or enter the following:
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To: Enter the name of the person (s) the task is being assign to.
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Select the Owner of the Task (Company and Contact)
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Select the Due Date for the Task.
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Enter a Subject for the Task.
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Enter the Description of the Task.
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Go to the Items tab to link or associate the tasks with one or more work items from the various InEight Document modules (Mail, Document, Transmittals or Packages).
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Select the module you want to link items to, then click icon.
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The standard search window for each module appears, set the required search criteria and click Search.
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Select the relevant work items and click to add them.
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Click Save to complete linking the items.
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An email notification will be sent to the user(s) allocated the task and will also appear in their Tasks Inbox.
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The From value is always the person logged in creating the Task.
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The Status of all newly created Tasks is set to “New” automatically by the system and sent tasks are stored in the Tasks Sent register.
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If a Task is assigned to more than one person:
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Each recipient can manage their own Action Status and Percentage complete against the Task.
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As soon as the first recipient changes the Action Status from “New” to something else, the overall Task Status will change to “In Progress”.
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Once a Task recipient updates their Task Status to “Completed” the task Owner is notified.
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Once all recipients have updated their Task Status to “Completed” the overall status of the task will change to completed.
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