The tasks module is your one stop shop for reviewing your where you can review all the tasks, approvals and any items that require follow upfollow-up items that have been assigned to you. It's a great place to see all of your priorities in the one place. The tasks module is broken down into three sub menus:
To Do-do
Approval
Follow Up-up
TO-DO
You can review the tasks you have been assigned and time to those tasks in the first three to do sub menus:
Tasks
Calendar view
Year calendar view
And review your pipeline activitiesIn this section you can view the tasks and activities that have been assigned to you ‘to-do’.
Tasks
Review tasks that have been assigned to you, including the booked hours, hours spent, plus log time. You can also see deadlines, mark tasks as complete, and access the task card, brief and chat window.
Calendar view / Year calendar view
Choose to view all tasks in one daily, weekly or annual view.
Pipeline activity list
Create pipeline activities, and view the status and due dates of existing activities assigned to you.
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APPROVAL
If you are part of an approval process e.g. you need to approve someone’s leave or expenses, all your workflow all the items that require approvals your approval can be found here. Approvals Approval items are broken down into sub menus. Some of the most popular approval processes include:
Absence entries
WIP adjustments
Expenses
Price quotes
Sales invoices
Creditor invoices
Time entries
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FOLLOW-UP
Like the approval menu, the follow up menu is broken down into sub menus which include items that need following up. These include things likeThe follow-up menu contains a list of items that may require follow-up. They may not all be relevant to you, but the list includes items such as:
Billable jobs with price quotes that haven’t been approved
Billable jobs that are ready for closing
Monthly WIP adjustments
Overdue tasks
Partially settled POs
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