Opening Task Manager

By default, Task Manager is displayed as a tabbed layout. It has two tabs:

• Task Manager
• Staffs Task Manager

It is displayed with the Task Manager tab as selected.
Steps to open Task Manager

1. Click Monitor tab and then click the My Tasks menu. All the options of the My Tasks menu are displayed.

   

    

2. Select Task Manager. 

This screen displays tasks as organized based on the date when they are due. The information includes the task name, task subject, instance name, status, assignee, priority, due/expiry date and action.

Staffs Task Manager

Staff Task Manager displays the task, which is assigned to its staffs. Manager can view task assigned to its staff and the calendar of the staffs for its availability.

The Manager can change the Assign To, Priority, Due Date, Expiry Date and comments of the tasks assigned to its staff. Manager can re-assign the task to any other user or users from the staff. After changing tasks properties, click Update to save the changes. Manager can enter/update comments by clicking the Comments icon.

When a manager reassigns the task from one user to another, an email is sent to the existing user that the task has been removed from his/her task manager. Similarly, an email is send to the new user that a task is added to his/her task manager.