How do I set my task state?
Setting a status on tasks
- On the side bar of a task, Click on the Actions Tab
- Under the Status option, you will find:
Task status: - Will allow you to set a task status on a task, based on the actual progress of the task. Either if you busy working on a task (On Course) or you awaiting feedback in order to complete a task (Waiting), the task status will allow you to categorize tasks based on the current status you set for a task.
I'll start this: - Will allow you to set a date as to when you will begin to work on the task. You can set a task based on the level of priority with other tasks. Tasks can then be categorized based on that date you have set to help you manage when you will tackle a task. This will also give other users involved in this task, an overview of when you will begin working on a task.
I'll complete this: - Will allow you to set due dates of when you will complete a task. Not only will this allow you to categorize the tasks based on the completion date, but it will also give other users involved in this task, an insight as to when you plan on completing your task.
Setting a status on tasks continued...
- Task Status:- 'On Course' could mean you are currently working on a task, OR the task is assigned with someone that is busy working on the task. (N.B: The Task status will update to 'On course" when you open up a task.) This will also inform other users involved in this task, what the status of your task is. 'Waiting' could mean you awaiting a response from a customer OR awaiting a supporting document that you will need to complete the task. Waiting could also mean you set another date to start/complete this task. This will allow you to keep track of a task based on the status you update.
- I'll Start this: / I'll Complete this:- The 'Date Picker' will allow you to select a date that you plan on starting/completing this task on. Alternatively you can select (Respectively):
Today - which will mean you will start/complete the task on the day you received it.
This week - which will mean you will complete this task within the duration of a week from when you received the task.
Next week - which will mean you will start/complete this task in a week from the date you have received it.