A task can go on over time and therefore does not book the time as "busy" in the calendar.
Tasks are created by clicking the New Task button and you can find the tasks by clicking the View Tasks button.
By clicking the View Tasks button you will get an overview of all the tasks.
All active tasks are shown in the overview. A new task is added where it says "Add a task". You can right-click on a created task and choose to Open, Postpone by changing its date, setting it as completed or displaying contact information in CRM to people who are members of the task (if more than yourself are a member of it).
In the menu on the left, views can be selected. The one-person icon shows your own tasks, while the two-person icon shows collaboration view. The collaboration view shows who is assigned the different tasks.
There are also views for unfinished active tasks. There is also view for completed active tasks, all active tasks, and future tasks.
filter The date filter shows the tasks from the last 3 months by default, but can be changed at. It is also possible to use date filters and use due dates as a criterion. Remember to press the Refresh button to update the list after changing the criteria in the date filter.
Here you can see the list of cases and search for cases. A case is a kind of overarching task, and it can contain several tasks distributed among several people in your client. More about case management in our own help file.
What is an active task:
An active task is a task that has a start date of today's date or earlier, and which is also not completed (100%). Thus, this must neither have 100% complete nor have a start date tomorrow or forward.
How to change the status to "Done":
When a task is done, you can change the status of it to done. To do this, click on the task to enter the task image, and then set the completion percentage to 100% in the general tab.
How to delete a task:
If you want to delete a task, select it (check it in the box to the right of the task). Then click the "Delete Selected" button. Confirm that the selected task is to be deleted by pressing "Yes" and the task is deleted.
It is possible that we set up a person as task administrator on their client. People with this access can change the owner on someone else's tasks. The administrator of their company can contact support at support@24SevenOffice.com and request this access to themselves or others in the company.
Receiving a Distributed Job:
When an employee receives a job that has been distributed from another company, he will immediately receive a pop-up with information about the job. In this picture, they will have 3 choices; approve, reject or cancel:
- Approve : By clicking "Approve", the task will be placed under "My Tasks" and the person who distributed the task can see by the recipient has approved the task (indicated by a number in the sender's distributed task column). The recipient can, as he / she works on the task, enter the task (by clicking on it under "My Tasks" and give a percentage indication of how far one has come. This the sender can also see by going into " Distributed Tasks ».
- Fail : Clicking on fail indicates the sender that you do not want to perform the task. The sender can see this by going to the task under "Distributed Tasks" and opening it.
This module can be found by going to Group Calendar - View Tasks and clicking Case on the left hand side and further Case Management.
A case is a kind of overall task, and it can contain several tasks distributed among several people in your client. Case management is for creating a new case and distributing tasks to employees in the company, which will again appear in View Tasks - Case. The administrator of your company can contact support at support@24SevenOffice.com and notify who should have access to it, and it will be added in a short time as long as you have access to the group calendar.
To create a new case, a case type must be added first. Click the Case Types button to add it. An example of a case type could be "New customer" (what to do when new customers come in?).
Case type is an explanation of what needs to be done, ie the overall action. So a template for future cases. This can be a routine task that involves multiple tasks, and that you do not have to manually create this type of task again each time you start a similar type of process internally.
A case type again contains several elements which are in principle several tasks.
Each of the elements / tasks can be set up, and if we follow the example of the case type "new customer", the elements can be:
- Item 1: Register the customer in CRM
- Item 2: Send the customer a welcome email
- Item 3: Report the customer to the course
When the elements are added, there is a column to set up when the different elements start.
Here we set up that element 1 starts after 0 days, element 2 starts after 1 day and element 3 starts after 3 days.
- Item 1: Register Customer in CRM —Start: 0
- Item 2: Send Customer a Welcome Email — Starter: 1
- Item 3: Report the customer to the course — Starts: 3
That is, if you set up that the startup of the case is 01.12.2008, it will be as follows:
- Item 1: start date and due date 01.12.2008
- Item 2: start date and due date 02.12.2008
- Item 3: start date and due date 04.12.2008
When you create a case and select the case type, the items appear automatically. Then you can redistribute who will be responsible for the various elements, and the case can be reused for all new customers, but you do not need to re-create - just redistribute who should be re-assigned.