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) View Tasks Created by yourself
To view any tasks that you have sent to someone else to complete, you are able to view them under the “Tasks created by me” section.
Select the view button to see the details of the task requested.
Should you need to transfer the task to another individual, select the transfer button.
Using the dropdown selection available, you will be required to select the individual that needs to receive the task.
When you are complete, select save.
The name of the task “assigned to” will automatically be updated to the individual that you have transferred the task to.
If you need to completely delete a task from an individual’s “Action Manager” task, select the delete button.
It will be deleted from your tasks as well as the selected individual’s tasks.
If you want to pull a report on all interactions that you have created, simply click on the interactions task report button and an excel document will download to your smart device.