Tasks Module Overview

The tasks module is where you can review all the tasks, approvals and follow-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 into three sub menus:

1. To-do

2. Approval

3. Follow-up

TO-DO

In 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.

Open

APPROVAL

If you are part of an approval workflow all the items that require your approval can be found here. Approval items are broken into sub menus. Some of the most popular approval processes include:

• Absence entries

• WIP adjustments

• Expenses

• Price quotes

• Sales invoices

• Creditor invoices

• Time entries

Open

FOLLOW-UP

The 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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