The Tasks Page on Smartr365 displays all the tasks that have been assigned to you and your colleagues.
You can find this page on the left-hand side navigation bar.
About tasks
On this page, you can view and manage tasks that are categorised as Active, Completed, or Removed, and are associated with you or your colleagues.
By default, the Tasks Page displays your active tasks. Each task is accompanied by information such as the Due Date, Client, Case, Title, and Task Description.
Task filters
To streamline your task management, you can use various filters to refine the tasks displayed on the page. These filters include "Date Due by," "Created by," "Assigned to," and "Show removed/completed."
By selecting the "Date Due by" filter, you can specify a date range for the tasks.
The "Created by" filter allows you to search for tasks created by a specific advisor.
Similarly, the "Assigned to" filter enables you to find tasks assigned to a particular advisor. Additionally, there are checkboxes for "Show removed" and "Show completed" tasks.
By checking the "Show removed" checkbox, you can view any tasks that have been deleted. Similarly, the "Show completed" checkbox allows you to see tasks that have been marked as completed. These checkboxes are provided to keep your task view clean and focused on actionable tasks, similar to the workflow method.
Editing tasks
On the Tasks Page, you have the ability to edit active tasks by selecting the edit button associated with the relevant task. This allows you to make any necessary changes to the task details.
Completing and Deleting tasks
Furthermore, tasks can be marked as completed directly from this page by selecting the complete button. This action indicates that the task has been finished. To delete a task, you can also delete tasks by selecting the delete button on the tasks page.
Task Due Date
To provide a visual indication of task status, tasks on the page are color-coordinated. The color coding depends on the task's status, which can be "Overdue," "Today," or a future completion date. For example, if a task is overdue, it will be highlighted accordingly.
The due date for each task is also displayed, indicating the number of days remaining until the task is due.
The Tasks Page on Smartr365 offers a centralised location for you to view, manage, and track the tasks assigned to you and your colleagues. With the various filters and actions available, you can efficiently handle your tasks and ensure nothing falls through the cracks.