Difference between revisions of "How do I Create a New Task in Tasks Outstanding?"
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*If you wish to change the date of the task, click into the {{DataPrompt|Task Date:}} field and alter accordingly. | *If you wish to change the date of the task, click into the {{DataPrompt|Task Date:}} field and alter accordingly. | ||
*If you wish to set a deadline for when this task needs to be completed by, click into the {{DataPrompt|Deadline:}} field and enter the appropriate date | *If you wish to set a deadline for when this task needs to be completed by, click into the {{DataPrompt|Deadline:}} field and enter the appropriate date | ||
| − | *If you wish to make this task [[How do I make a Private Task?|private]]task so only the employee it is logged against can see it, place a "Tick" in the {{DataPrompt|Private}} field. | + | *If you wish to make this task a [[How do I make a Private Task?|private]] task so only the employee it is logged against can see it, place a "Tick" in the {{DataPrompt|Private}} field. |
== See also == | == See also == | ||
Revision as of 11:02, 2 June 2010
Summary
Tasks Outstanding can be used to record a wide variety of information, such as;
- Messages or questions from customers/suppliers/Other staff members.
- Reminders of jobs to be done.
- Notes to yourself.
- Reminders to make telephone calls etc.
More Information
Go to "Personnel Planning" -> "Tasks Outstanding".
- In the "Employee:" field, enter in the employees initials for the task you wish to create and <Enter>, or search for them by pressing <Ctrl+F1> and entering their name and clicking <Search>.
- This now lists all the current tasks for the employee. Note: If no tasks exists, a new task properties screen will pop up by default.
- To create a new task, click <Add> or press <F6>.
- In the "Type:" field, enter in the type of message, e.g.; 'TEL' for Telephone Call Required etc. (This field is not mandatory).
- In the "Account:" filed, select 'S' or 'P' for Sales or Purchase Ledger Accounts, and then enter in the account code, or search for a customer or supplier.
- If you wish to change the date of the task, click into the "Task Date:" field and alter accordingly.
- If you wish to set a deadline for when this task needs to be completed by, click into the "Deadline:" field and enter the appropriate date
- If you wish to make this task a private task so only the employee it is logged against can see it, place a "Tick" in the "Private" field.
See also
