Tasks in PICSWeb are used to manage jobs for yourself and other PICSWeb Users.

Today's Tasks

From any page in PICSWeb, selecting the checklist icon in the top bar will open a list of all tasks assigned to you that are either due today or overdue.

...

• Done? – The tickbox indicates whether the task has been completed or not. You can use the tickboxes to mark tasks as Done. Completed tasks will be marked with a strikethrough across the task details and remain visible for the rest of the day that they were completed.

• Description

• Due Date – The date will be flagged if the task is Overdue.

• Regarding – Select the record title to go to the corresponding record summary page.

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Image RemovedSearch icon to run the search and apply your filters.

...

• Date Range – Here various preset ranges relative to the current date will be available. You can also set your own custom date range.

• Include Done – Here you can use the tickbox to specify whether or not to include tasks that have been marked as completed.

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

...

• Description

• Due date

• Regarding – Selecting Select will open a window where you can search for Learners, Applicants, Organisations, Officers, Vacancies, Vacancy Applications or Opportunities and select the  icon to add them. Once you have finished in the list, select Done to add the records to the field. Each record will have a  icon, which you can select to remove them.

• Assigned To – Here you can use the drop-down menu to search for an Officer to assign the task to. This task will then appear in their task list when they log in.

...

Once you have entered the necessary details, select Save to continue.

Adding a Task from a Record Summary

It is also possible to add a task assigned to a specific record by selecting the task icon underneath their display picture in the record summary.

...

If you have any Task Templates set up, you will be prompted to choose one to base the task on if necessary. Once you have chosen a template, select Next to continue to the new task window explained above.

...

Task Actions

The following actions are available from the task list:

• Edit – Selecting ... > Edit by a task in the list will open the Edit Task window, where you can edit the Description, Due Date, and Regarding fields.

• Duplicate – Selecting ... > Duplicate by a task in the list will open a new Create Task window with the details from the current task copied over.

• Log Email – Selecting ... > Log Email by a task in the list will open a New Email window where you can log a new email.

• Log Call – Selecting ... > Log Call by a task in the list will open a New Call window where you can log a new call.

• Delete – Selecting ... > Delete by a task in the list will remove the task. You will be prompted to confirm before the task is deleted.

...