Task management

The task management system allows you at a glance, to know about all the tasks assigned to your accounting office staff.

With the integrated system provided by task management you can see:

1. Which tasks are to be completed without missing deadlines
2. What tasks are undertaken by each office worker
3. View a detailed productivity report of your office

It is a basic requirement that you have initially registered all requests received by your office in the job registration section.

The task list displays the items:

• Title
• Customer/contact
• Invoicing situation
• Labour officer
• Work status
• Deadline
• Subtasks
• Estimated time of completion
• Chargeable labour
• Customer notification

You can also either export selected tasks to .pdf files or change the task status, for example from 'Waiting' or 'Work in progress'.

Work actions

To perform an action:

• Select the entry you want
• Press "Select action"
• Select the action you want
• Press the execute button "▶"
• Tap "Perform action"

If you selected a change of state on a task, you must set the new state of the task.

Comments/Comments

In the tasks, you and your administrators can add comments and files. Adding can be done regardless of whether you are the person responsible for the task in question. Once a comment is added, the task manager and everyone who has added a comment are automatically notified by email.

To add a comment / file:

• Select "View" in the task you wish to view
• Go to the "Comments" panel
• Fill in the fields "Write a new comment" and "Add your files" (optional)
• Select "Create a comment"

Completion of work

Once a task has been processed, you must mark it as completed to prevent it from appearing in your pending list.

The completion of the task can also be done from within the task tab, by editing its status.

Work processing

The admin can edit not only the tasks he has created but also those of all administrators, while administrators can only edit the tasks for which they have been designated as task managers.

Deleting a job

You can delete one or more tasks by selecting them from the column and clicking "Delete".