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Tasks / Task Details

Clicking a task will display the details on the right.

task details

Title - Name of the task. Will show the first 150 characters.

Instructions - Information on what the user is required to do. Will show the first 250 characters.

Link to Budget - Will only show if a budget task is being used. Click the link to take you to the relevant budget.

Due Date - Date when task is due.

Remind Me - Set a reminder for yourself.

Note - Add any comments or notes for yourself.

Created By - Who created the task.

Assigned To - Who the task is assigned to.

Date Created - Date the task was created.

To Set a Reminder

  • Click Remind Me
  • Click set date to set a date.
  • Click set time to set a time.
  • Click remind me save

To Add a Note

  • Click note edit
  • Enter the relevant details.
  • Click note save