We have introduced a handy task management feature to capture Office, Admin, Staff ToDo's that need to be tracked.

No need to write them down elsewhere, simply Add, Assign and then mark as Done once completed.

https://app.fieldinsight.com/scheduler/todos/#app=tasks

The task list works off a Main heading with sub-tasks.

Create a List & ToDo's 

Click to Add a New List:

Give the List (group) a Name

Create the Task

Add the Task(s) required (1 or many)

  • Provide a Heading
  • Enter a Description (optional)
  • Assign an owner (optional) from the dropdown (will take list from the Staff page)
  • Set a date (optional)
  • Click Create

You now have a set of Task's and relevant Tasks

Other Actions:

You can

  • Move Lists & To/Do's up/down the page
  • Drag and drop tasks
  • Upload files to a Task
  • Mark a Task as Done/Completed
  • Edit a Task
  • Delete a Task
  • Hide/Show done tasks

Move an Item in hierarchy

To move an item up or down simply hold the cursor on the item and then drag it to the section you want it moved to.

Edit/Delete 

You can edit or delete a ToDo or a Task by opening the item and clicking the 3 vertical dots.

For a List, simply locate the Vertical dots and click to select Delete or Edit.  To Edit you can also click the hyperlink name.

To delete a Task you need to open the Task and click the 3 vertical dots and select Delete.

Mark as Complete / Done

To mark a Task as Done, simply click the Done checkbox in the Task.

Upload a File(s) to a Task

Click the +File icon to open up the control to select a file.

Hide and Show completed tasks

Click on the three dots and select Show or Hide done

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