If you are not investing in your business how do you expect it to grow?

Tasks

 Monday, October 29, 2018 |  Views: 18

Summary


In this KB article I’ll  be talking about how to use the  Tasks Module for the JM2 CMS. By using Tasks you’re able to  easily track and manage the work that you’re doing. This helps to  enhance productivity. I’ll cover everything about the Tasks module in further detail  as outlined below:

  • Adding a new Task

    • General Information

    • Task Information

    • Task Details

    • Documents  

    • Work Notes

  • Tools

  • Search and Sort


Adding A New Task

 

If you are  just starting to use the  Tasks module then you should see something  like this when you click on the Tasks module:



From here if you want to create a new  task simply click on the “Add New” button. Once you’ve done so you should see the  following:

 


As you can see there are  many fields to fill of which  we’ll cover the usages in the following sections.


General Information

  • Account - The account  refers to the group of  users that should have access to this  task.

  • Category - Category is  used as a general classification of the  type of task being performed.

  • Description - This  describes what the task is concisely and  specifically.

  • Task Number - The  task number is auto generated when the  task is is saved. This number can’t be changed. There is however no  reason to change it.


Task Information


  • Status - This gives you the ability choose at what stage you are in the task from these  options:

    • Not Started

    • In Progress

    • Waiting on Customer

    • Cancelled

    • Completed

  • Priority - Here you can  choose the priority of the  task from the following options:

    • Normal

    • Low

    • High

  • Assigned To - In this  field you can type the names of  users that are within the account that you defined previously.

  • Notify - Similar to Assigned to you type the  user that will be notified.

  • Start Date - This is when work on the task begins.

  • Due Date - This is when the  client has stated the task needs to be done.

  • Complete Date - This is when the task was actually completed. Ideally this is before the due date.

  • % Complete  - One can update this as they  make their way through the task so that others can  know their progress.

  • Estimated Hours - Simply how many hours  it is expected to take to complete the task.

  • Actual Hours - The actual amount of time  used to complete the task.

  • Created By - This  shows who created the  task. It is not a field that  can be changed.

  • Created Date - This  shows when the task was  created and can also not be changed.

  • Send Notice to Client on Change/Complete -  This determines when the user specified in the  Notify field will be notified.

  • Billable - When you check this  box you are stating that your company  can bill one that hired you for your work on the task.

  • Task Complete - This check box shows whether the task is complete or not. The “Complete date” and “% complete” fields are  for documentation purposes. This checkbox is used by the tools covered later in this KB article.


Task Details

This  area is meant  for you to write about the task in detail. It could  also contain the steps that should be taken to complete the task.

Documents


You can add a document  here to clarify the task that needs to  be done. Let’s say you already have a word document that outlines the  task or perhaps you have a pdf of a flyer of the company that you are doing the  task for. All types of things can be attached for all sorts of purposes.


Work Notes

This note section is  particularly useful after a meeting.  One can write notes to both the client and to your fellow  employees. This is useful for many reasons. One of those reasons is that  clients may have a different understanding of a subject than you do and therefore the  wording that you’d use to summarize the task must be adjusted.

Tools


There’s  one tool for the Tasks module that you can use.  It’s simply called “Show Completed Tasks”. This filters the  task list to show only the completed tasks.


Search and Sort

When you  click on the Tasks module or go back to the Tasks list from creating a new Task you should see something like this:



The use of these types of searches are covered extensively in the Search and Sort KB article here.



 



Latest JM2 CMS KB Articles