If 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.
To 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
To 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