How do I Create a New Task in Tasks Outstanding?
From Catalyst
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".
- 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 here for more details.
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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