Screen Shot 2015-07-27 at 09.51.45If your administrator has enabled Tasks in your account, you will see the Tasks widget on the dashboard. Open this widget (if it is closed) and you will see a list of all tasks currently set.

From here you can

  • View all tasks outstanding
  • View only the tasks assigned to you
  • Add a new task and allocated it to a BDP user

The default view is all tasks. Click the filter icon to show only those tasks assigned to you.

Screen Shot 2015-07-27 at 09.50.59To carry out tasks that have been assigned to you:

  • Click the + sign next to the task, which opens the full list
  • Change the status of the item(s) that you are working on or have finished
  • Add any notes required to the input box to the right of the list item
  • Save

Screen Shot 2015-07-27 at 09.53.03To edit the task deadline, description or notes, click the pencil icon next to the task.

To add a new task or set of tasks for yourself or a colleague:

  • Click the button to add a new task
  • Assign it as required
  • Name it
  • Choose the checklist to base it on
  • Assign a deadline
  • Add any notes about the task as required