This module allows you to set reminders and manage your own personal “to-do” list as well as those of your linked Employees. Notifications are sent on the requested days which allows for refined management.
1) Create an Action / Task
Navigate to the Action Manager button on your dashboard.
Select add to create a task.
Use the toggle switch to indicate if this is an interaction between yourself and the selected Internal user or Service Provider user.
Fill in the required fields.
Note: Actions can only be assigned to Employees that are linked to your company. This applies to internal users and Service Provider users. It is also not mandatory to upload a document.
Once complete select the save button.
A notification will be sent to the specified user of the action that has been requested.
Note: The specified user will not receive an email notification. The individual will only receive a bell notification, whereby this can be managed by the specified user within their assigned tasks in Action Manager.
When viewing an action If the action was created within a specific module or function, that will be displayed on the grid. If the Action was created directly from the Action Manager Module the type will be displayed as “General”.