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  1. Are allocated to the currently signed-in user.

  2. Contain the word Internal.

  3. Have a status of Raised.

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Task options (Click on link to jump to section)

Table of Contents

Raising a Task

When you click on the hyperlink for the task, the tasks screen is displayed;

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Expand
titleWithdrawing a task - Click here to expand...
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If the task is no longer required click on Withdraw

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titleDeclining a task - Click here to expand...

If the user cannot complete the task they can Decline. When they do this the following will happen;

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The user adds a comment as to why they are declining the task.

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Raise Task button you will be presented with the new task screen.

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If you select Notify When Completed an email will be sent to the person who raised the task.

If you select Sign-Off Required then when the task is marked as Finished by the user that it was assigned to it has to be signed off by the person who raised it.

Withdrawing a task

When you open a task there is an option to withdraw the task. When you click on the Withdraw option you should supply a reason for withdrawing the task.

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Declining a task

If the user who the task is assigned to cannot do the task they can click on the Decline option and

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The user that raised the task will receive a notification that the task

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was declined.

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The Status of the task will be Declined.

Expand
titleStarting the Task - Click here to expand...

When you are ready to start work on a task click on the hyperlink to open the task and click on the Start button;

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The status of the task will then be Started.

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titleFinishing the Task - Click here to expand...

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They can then either reassign or withdraw the task.

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Completing a task

There are two steps to completing a task. The first is the user selects Start.


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The task status changes to Started.

When the task has been finished the user selects Coomplete

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Dependent on which options were selected there may be an additional step;

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The user who created the task will receive a notification to sign off the task.

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The user who received the notification will see the task in their list now;

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The task will then be complete.

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