Admin Tasks | View admin tasks and update progress

Admin tasks is designed for admins to assign tasks with comments and due dates. All admins can see all admin tasks and quickly update progress from Todo to Completed.

This feature is an add on, please contact us if you would like to learn more about this add on.

How to view Admins Tasks

1. Login as admin

2. Open contacts

3. Navigate to the left menu, the contacts sub-menu will be open

4. Select Admin Tasks

The list is ordered by last edited date, the last added or edited task will appear at the top of the list

How to add an Admin Task

1. Login as admin

2. Open contacts

3. Navigate to the left menu, the contacts sub-menu will be open

4. Select Admin Tasks

5. Navigate to the top right and select Add Admin Task

6. On the Popup, enter the title

Make you title informative so that your admin can see main details on list screen

7. Enter Summary - more details about the task (optional)

8. Search and select your assignee - this is yourself or other admin

9. Regarding - Search and select the contact it relates to eg a booker or student (optional)

10. Status would be open

11. Priority - this will display on your list screen to help prioritise tasks

12. Due Date - By default it will save todays date and time, you can edit date and time

13. Save Changes

Outcome:

• The task is now saved and listed in the Admin Tasks List screen

• An email can be sent to your admin letting them know a task has been assigned to them (optional - not enabled by default)

How to quickly update the task as Complete

1. Open admin tasks

2. Navigate to the task

3. Use the tick icon to select when completed

Outcome:

• The task status is now status Done

How to edit or change status of a task

1. Use the actions column, 3 dots to View the task

2. On the screen, edit the details

   1. Edit the title/summary

   2. change the assignee

   3. Change the status eg In Progress

Outcome:

• The task is now edited

• The task has been moved to the top of the list