Bulk Actions

You can now complete these 3 Actions on Bulk in the Task List.

Complete selected
Reassign selected
Add Progress Note(s)

In order to action any one of these 3 actions follow the below instructions.

Select one or more task by checking the check box
- To select all tasks check the box in the header
Click the “Bulk actions” button
Select “Complete selected” or “Reassign selected” or "Add Progress Note(s)
Once you have selected the Bulk Action you want to perform you will be presented with a different pop up screen for each one

Complete selected - You will get a pop up message action you to confirm if you would like to go ahead and complete all the tasks selected.

Reassign selected - You will get a pop up message so you can select the new Staff member you want these tasks assigning to.

Add Progress Note(s) - You will get a pop up where you will be able to type in the progress note and Notify a staff member if needed and then Publish this Progress note on bulk to the selected Tasks.

Bulk Actions.png

Latest actions

The “Latest action” column allows you to update the status of your tasks.

Manual tasks only have two statuses: No Progress & In Progress.

Workflow progress

This column will appear if you have workflow enabled in your Account Settings.

The workflow progress bar shows you the progress of the active workflow group.

Workflow Progress.png

Hover over the workflow progress bar to see the active workflow group deadline.

Workflow Deadline.png

Target Date and Deadline Date

The Target Date and Deadline colour changes when they are close to the due date or are overdue.

Yellow: target/deadline date is within 30 days
Orange: target/deadline date is within 10 days
Red: imminent - target/deadline date is the current date (i.e. today)
Black: overdue - target/deadline date is earlier than the current date

Time Log / Time recording

Click on the clock button to log or record time.

Create Time.png

The Time log modal will pop up with the client’s name and task name populated.

To create a time log, enter a duration (and more details if you wish) and simply click on the “Finalise” button. The time log will appear on your timesheet.

Tme Modal .png

To record time click the “Update” button.

The time recording will pop up
Click on the play button to start/continue recording time against the selected task

Time Log.png

Hamburger menu

Click on the hamburger menu to take the following actions for the selected task:

Edit task
Reassign Task
Create an invoice
Email the client
Upload document

Edit Task.png

Completing a task

To complete a task, click on the “Complete” button for the respective task.

Select “Complete” to complete the task or “Complete & Notify” to notify a staff and/or the client of the completed task.

Complete Task.png

Complete and Notify.png

Side Panel

The side panel displays more task details for the selected task.

To open the side panel for a task, click on the task name.

Workflow

You can attach a workflow to a task by selecting one from the dropdown or create a new workflow template.

Side Panel.png

If you have a workflow attached to the task, the side panel displays the workflow details first.

Update the status of the workflow step by using the highlighted progress bar.
This will also be reflected in the “Workflow progress” column on the task list.
Once all the steps in the active workflow group are marked as “Done” (Green) or “N/A”, the next workflow group will appear if applicable.

Workflow Progress 2.png