How do I create a Quick Task?
Step 1: Initiating a Quick Task
There are 4 ways to Initiate a Quick Task:
- Press ALT + Q on your keyboard, wherever you are on Autopilot.
- Click on the ‘Initiate Tab’ and click on ‘Quick Task’ from the list of processes available.
- Click on ‘Quick Task’ on the task bar at the bottom of the screen
- Access Quick tasks from the Autopilot Add-in on Microsoft Outlook. To learn more, Follow the following Link: How do I create a quick task based on an email I have received in MS Outlook?
Step 2: Fill in the Quick Task dialog box that appears on the screen
- ”What needs to be done?” Describes what is required of the task in one line. This simply highlights the task detail and forms as the quick task’s overall description. Keep it as simple as possible and elaborate on it in the ‘Additional Details’ section (optional).
- “No Priority” allows you to flag the task as ‘High’ or ‘Low’ priority, based on the urgency of the task as per user discretion.
- “Enter any additional details/instructions here” is where you can define the task in much finer detail in order for the user to understand what is required from them to complete the task.
- “Who needs to complete this task?” stipulates whom is responsible for completing this task. The Quick Task will appear as a task on that user’s dashboard and an email notification will be sent to the user informing them that they have a task assigned to them.
- "Enter followers here" allows you to add additional users (existing system users, as well as external users) to follow the request of a quick task.
- “Drop files here, or click to get files” allows the attachment of any document related to the current task. You can drag and drop a file from your pc to the field or click on the field and select a document from your file manager.
- "When should this happen?"
“When should this task be started?” allows you to choose when this quick task should be started. This will indicate on the task, when the user should commence the task. (The user will not be limited to this. i.e. the task can be completed any time before the option selected). You can select either Today, Next Week or Custom (set a custom date)
"When must this be completed by?" allows you to choose when this quick task should be completed. This will indicate on the task, when the user should complete the task. (The user will not be limited to this. i.e. the task can be completed any time before the option selected) You can select either Today, This Week, Next Week or Custom (set a custom date)
8. “Tracking and managing?”
eg: client, project, ref ID - Quick Tasks can be linked to master data lists. You can link the task to any of the following master data - Employees, Customers, Suppliers.
Tag this with...: allows you to easily monitor/manage tasks that are in progress. Tasks can be categorised based according to categories unique to your business. You can simply type in a category. A predefined category list is available, however users will also be allowed to add their own categories, but these will not become available as options unless you add them to the below mentioned master data list.