Task management

Open task app

• STEP 1:

  • Click primary navigation menu and select Tasks

• STEP 2:

  • Select one of the available Facility and Zone

Task board overview

• DESCRIPTION:

  • [1] Task layout switcher
  • [2] Change zone
  • [3] Change task status
  • [4] Swiching task organizer mode
  • [5] Group task
  • [6] Query bar
  • [7] Add new column

Create a new task

• STEP 1:

  • Click Add task

• STEP 2 & 3:

  • Type task title then click Save or use a combination of [Ctrl + Enter] to submit

Edit a task

• STEP 1:

  • [1] Click the title of task to update more detail of task
  • [2] Quick update title and description of a task

• STEP 2:

  • [1,2,3,4,5,6,7]: Update detail of a task
  • [8]: Archive a task

Submenu feature

• STEP 1:

  • [1] Open submenu of taks
  • [2] Open edit modal
  • [3] Follow this task
  • [4] Delegate a task to another person
  • [5] Copy a task to specific column
  • [6] Change zone of a task
  • [7] Archive a task

Move task to other columns

• STEP 1:

  • [1] Click and hold

• STEP 2:

  • Move the cursor to another column and release when placeholder appear