Adding and Editing Tasks
Our Tasks system in Plannr has been recently updated! More general information about Tasks is available here.
In Plannr, you can add tasks from multiple locations:
More information on this is available here.
For this example, we're going to be adding a task from the My Tasks section in the Dashboard.
From here, select the + icon above any of the columns. These columns represent the different Task Statuses, more information on this can be found here.
This opens up the following modal:
Enter in a name for the task.
Enter a description for the task.
Select a due date if you wish, but this is not required.
Choose which employees and/or clients should be assigned to this task. It will auto-assign the task to the person creating it, but you can remove this by pressing the X icon.
Select the task priority. This can be low, medium, high or highest.
Choose the status of this task. More information on Task Statuses can be found here.
Select if the task should be against the client, case or plan.
Save when ready!
If after creating a task you need to edit it, you can do so easily. From the My Tasks page in the Dashboard, click on the task you wish to edit.
This takes you to the task under the client, case or plan that it is stored against. From here, select Actions and then Edit.
From here you can edit the task as you wish! Once done, remember to Save the task.
You cannot edit Archived or Completed tasks.
Adding a Task
In Plannr, you can add tasks from multiple locations:
From the Quick Actions in the Dashboard
From the Client, Plan or Case
From My Tasks in the Dashboard
Via a Workflow
More information on this is available here.
For this example, we're going to be adding a task from the My Tasks section in the Dashboard.
From here, select the + icon above any of the columns. These columns represent the different Task Statuses, more information on this can be found here.
This opens up the following modal:
Enter in a name for the task.
Enter a description for the task.
Select a due date if you wish, but this is not required.
Choose which employees and/or clients should be assigned to this task. It will auto-assign the task to the person creating it, but you can remove this by pressing the X icon.
Select the task priority. This can be low, medium, high or highest.
Choose the status of this task. More information on Task Statuses can be found here.
Select if the task should be against the client, case or plan.
Save when ready!
Editing Tasks
If after creating a task you need to edit it, you can do so easily. From the My Tasks page in the Dashboard, click on the task you wish to edit.
This takes you to the task under the client, case or plan that it is stored against. From here, select Actions and then Edit.
From here you can edit the task as you wish! Once done, remember to Save the task.
You cannot edit Archived or Completed tasks.
Updated on: 02/07/2024
Thank you!