Difference between revisions of "How do I Create a New Task in Tasks Outstanding?"
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Tasks Outstanding can be used to record a wide variety of information, such as; | Tasks Outstanding can be used to record a wide variety of information, such as; | ||
− | * Messages or questions from customers/suppliers/ | + | * Messages or questions from customers/suppliers/other staff members. |
* Reminders of jobs to be done. | * Reminders of jobs to be done. | ||
* Notes to yourself. | * Notes to yourself. | ||
Line 11: | Line 11: | ||
Go to {{Menu|{{PP}}|Tasks Outstanding}}. | Go to {{Menu|{{PP}}|Tasks Outstanding}}. | ||
− | * | + | * On the {{DataPrompt|Employee}} field press {{KeyPress|F6}}. |
− | + | * Select the task {{DataPrompt|Type}} e.g. {{DataValue|TEL}} for Telephone Call. This field is not mandatory. | |
− | + | ||
− | * | + | {{Tip|text=You may add new task types by clicking {{Button|Add}} from the drop down and entering a code and description.}} |
− | * | + | |
− | * If you wish to change the date of the task, click into the {{DataPrompt|Task Date | + | * On the {{DataPrompt|Account}} field, select {{DataValue|S}} or {{DataValue|P}} for Sales or Purchase Ledger Accounts, and then enter in the account code, or [[How do I find a customer?|search]] for a customer or supplier. |
− | * If you wish to set a deadline for when this task needs to be completed by, click into the {{DataPrompt|Deadline | + | |
− | * 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 | + | {{Tip|text=You may also add a new account at this stage by clicking {{Button|Add}} when in the search screen. See [[Creating a new customer or supplier]].}} |
+ | |||
+ | * Enter the {{DataPrompt|Employee}} the task is for. You may use {{KeyPress|C-F1}} to search for their employee code. If they are a new employee they must have first been added to the system - see [[How do I set up a new user?]]. | ||
+ | * Enter the task details in the {{DataPrompt|Description}} section. If you need more room you may continue typing in the {{Tab|Notes}} tab. | ||
+ | * 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 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. | ||
+ | * Click {{Button|Done}} and {{Button|Accept}} to save the task. | ||
+ | |||
+ | {{Tip|text=When an employee logs in to Platinum any unread messages will be listed on screen to prompt them to read them.}} | ||
== See also == | == See also == |
Latest revision as of 05:29, 12 October 2021
Summary
This article explains how to create a new task in your Personnel Planning system.
More Information
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.
Go to " Personnel Planning Tasks Outstanding".
- On the "Employee" field press <F6>.
- Select the task "Type" e.g. 'TEL' for Telephone Call. This field is not mandatory.
![]() | You may add new task types by clicking [Add] from the drop down and entering a code and description. |
- On the "Account" field, select 'S' or 'P' for Sales or Purchase Ledger Accounts, and then enter in the account code, or search for a customer or supplier.
![]() | You may also add a new account at this stage by clicking [Add] when in the search screen. See Creating a new customer or supplier. |
- Enter the "Employee" the task is for. You may use <Ctrl+F1> to search for their employee code. If they are a new employee they must have first been added to the system - see How do I set up a new user?.
- Enter the task details in the "Description" section. If you need more room you may continue typing in the [Notes] tab.
- 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.
- Click [Done] and [Accept] to save the task.
![]() | When an employee logs in to Platinum any unread messages will be listed on screen to prompt them to read them. |
See also
- How do I View and Edit Existing Tasks in Personnel Planning?
- How do I make a Private Task?
- How do I Record a Contact Against a Customer/Supplier?
- How do I Set up Task Types?
- How do I Set up a Task Status?
- How do I Set a Deadline on a Task?
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