Product Tasks

The Product Tasks menu within Product → Options will allow users to build Calendar Tasks specific to that Product.

Open

When this menu is opened the user will see a list of all Tasks associated with that Product, whether they are Open or Closed.

Adding a Task

To add a task the user will select the “+” button towards the top of the menu. They will receive a pop up, similar to the calendar task pop up, where they can enter in the details of the task. They can enter in the below info

• To/From Date

• Task

• Assigned Users

  • User can select who this Task is for and it will appear on their calendar

• Category:

  • This will provide a drop down of category selections the user can assign to this task

• Visibility

  • This will allow the user to select which users can see this task

    • Public - All users will see this task

    • Private - Only Assigned Users will see this Task

    • Group Private -

Open

When the user selects “Create” the system will add this Task into the Product Tasks grid and onto the Assigned User’s calendar.

Deleting a Task

Users can delete the tasks two ways:

1. From the Task Menu

   1. Users can select the Task and select the Trash Can icon or select the edit button and select “Delete”

   2.  

2. From the Calendar

   1. Users can open the Task from their Calendar and select “Delete”

   2.  

   3. Only users who are Assigned to the Task or created the Task can delete that task

Editing a Task

Users can edit the tasks two ways:

1. From the Task Menu

   1. Users can select the Task from the grid, select the edit button, and select “Edit”

   2.  

   3. The user will need to select “Edit” from the pop up

   4.  

2. From the Calendar

   1. Users can open the Task from their Calendar and select “Edit”

   2.  

Closing a Task

If a user wanted to close the task to signify it’s been completed they can do so in two ways:

1. From the Task Menu

   1. Users can select the Task and select “edit” button and select “Close”

   2.  

2. From the Calendar

   1. Users can open the Task from their Calendar and select “Close”

   2.  

   3. Only users who are Assigned to the Task or created the Task can close that task

Closing the Task will change the status on the Product Tasks to “Closed”