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

Today's Tasks

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

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You can use the tickboxes to mark tasks as Done. Any relevant records will also be shown in the list. Selecting the record name will take you to the corresponding summary page.

To hide the list, select the X icon in the top-right corner. You can also select All Tasks to view your full task list.

Task List

The Tasks page in PICSWeb is used to manage tasks linked to your officer account and assigned to others. Here you can schedule new tasks, manage existing ones and tick off completed ones. Selecting Tasks from the side menu will open the Tasks page.

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The task list displays any tasks that match the filters set above the list. For each task, the following details are shown:

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  • Description
  • Due date
  • Regarding – Selecting Select will open a window where you can search for Learners, Applicants, OrganisationsOfficers, VacanciesVacancy Applications or Opportunities and select the Image Modified 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 Image Modified 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.

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  • Edit – Selecting ... > Edit by a task in the list will open the Edit Task window, where you can edit the DescriptionDue 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.

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