Tasks
In the Tasks panel you can send requests or tasks, i.e. the employees should besides trip documents bring toll tickets as well.
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Created
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The program will enter the date and hour of the task creation. |
| Created By |
The program will enter the person who created the task. |
| Description |
The description or name of the task. |
| Responsible |
The program will display the responsible person to whom you have sent the claim on the task. |
| Deadline |
The program will display the date or deadline available for the task. |
| Note |
Enter the note for the task. |
In the taskbar of the trip document click the Import/Export Data button 
and select the Add new task option.
The program will open the following form:
| Title |
In this field you can describe or name the task. |
| Recipients |
Select from the lookup list the recipients of the task. |
| Task Created |
The program will fill this field automatically and you can not edit it. |
| Deadline |
Enter the date up to which the task has to be completed. |
| Attachment |
The program will automatically enter the trip document for which you would like to create the task. |
| Task Template |
Select from the Calendar Entry Types -S Employees (meetings, etc) the type and description. |
| Run |
In this field you can select the interval of the repetition of the task. Available are following options:
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| Task Description |
Enter the description of the task. |
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With a click on the Forward button, the program will delete the value in the Recipients field. This way, You can select another recipient of the task.
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With a click on the Reply button, the program will send the task to the employee from the Recipients field. The program will display tasks in the Tasks panel of the Trip document. |
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With a click on the Save button, the program will display tasks in the Tasks panel of the Trip document. |
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With a click on the Cancel button, the program will close the Tasks form. |