You can add, edit, and remove tasks on the Tasks page. You can also view the “Incomplete” and “Done” tasks there.
Sort your tasks by your role, whether you are the author or an assignee of the task. To do so, click on the “Assigned to me” or “Assigned by me” button. If you have the access right, you can see “All tasks”.
The system sorts the tasks that are in progress by descending deadline time left, that is, first overdue, then for today, for tomorrow, etc. Completed tasks appear in the list sorted by the deadline date from the most recent ones to the oldest ones.
You can add tasks in the order or client dialog window. Let's consider all the options.
Adding a task on the Tasks page
Step 1. Click the “+ New task” button and specify the “Task name”.
Remember: you can use up to 128 characters for the task name. Add more information below in the “Description” field.
Step 2. Specify the client associated with the task (if relevant).
Step 3. Select an assignee for the task.
Note: Turn on the “Can be an Assignee” right in the role configurations to select an employee as assignee of a task.
In Orderry, you can set one task for several employees. To do so, click the “+ Assignee” button and specify another employee after selecting the first assignee. When a task has more than one assignee, you need to choose how the system will assign a task.
“One task for all” — the system assigns one task for all specified assignees. As soon as one of them completes it, the task disappears from the remaining assignees’ panels, and Orderry credits it to the one who completed it.
“One task for each one” — the system creates separate tasks for each specified assignee.
Step 4. Enter the task “Deadline”. If the assignees fail to complete the task on time, it will become overdue and a flashing red indicator will appear in the side menu.
Step 5. Click the “Save” button.
After creating a task, the number representing the quantity of the tasks will appear in the employee account.
The task counter works in the following way.
If there are tasks for today, the number of tasks for the current day only is displayed.
If there are no tasks for today, then the total number of tasks is displayed.
Adding a task in the order
Click the “+ Task” button in the order event feed to open the dialog window for creating a task. Fill it out and click the “Save” button.
This will connect the task to the order. The order event feed will then display the task name. The latter will contain the order number and link.
Adding a task in the client dialog window
Click the “+ Task” button on the “Tasks” tab in the client dialog window. Fill it out and click the “Save” button.
This will connect the task to the client. The “Tasks” tab will then display the task name. The latter will contain the client’s name and link.
Editing, completing and removing tasks
Click on the task name to edit it. Enter the changes and hit the “Save” button.
Check the checkbox next to a task name to mark it as done. This task will appear on the “Done” tab now with a crossed-out name.
Navigate to a completed task to view its status and the deadline, whether “On Time” or “Overdue”.
To remove a task, click its name and hit the “Remove” button. You can remove both “Done” and “Incomplete” tasks.
Note: Only employees that have the corresponding right turned on can edit and remove tasks.
Deleted tasks can be restored in the Activity Log report.
To do this, generate a report for the “Task deleted” event. Find the deleted task and click Restore.