The Task Manager allows you to create and manage tasks across your business. You can allocate tasks to a specific site, client, employee, or contact — ideal for tracking follow-ups like incident resolutions, customer service check-ins, or contract expiry reminders.
Access the Task Manager
1. From the main menu, click on Task Manager
2. Click Create New Task and complete the following fields:
| Field | Description |
|---|---|
| Task Subject | Enter the title or name of the task |
| Type | Select the type: Call, Email, or To-Do |
| Date & Time | Allocate the due date and time the task needs to be completed |
| Description | Add any important details or context for the task |
| Attachments | Upload any supporting documents or images (optional) |
| Owner | Select the user responsible for completing the task |
| Reminder | Choose how to be reminded: Email, Popup, or None, and set timeframe |
| Repeat Pattern | Select if the task should repeat (e.g. daily, weekly, monthly) |
| Priority | Set the task priority: Low, Medium, or High |
| Associate With | Link the task to a Client, Site, Employee, or Contact as needed |
3. Task Dashboard View
Once created, the task will appear on the Task Manager Dashboard, summarised with:
Task Subject
Due Date & Time
Assigned Owner
Priority
Linked Entities (Client/Site/Employee/Contact)
Task Status (e.g. Not Started, In Progress, Completed
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