Tasks & Worksheets
Practical how-tos and answers about tasks & worksheets in StaffCircle — assign, track and complete tasks and worksheets.
Add or Edit a Task
To allocate a new task to a user simply complete the fields and press Include a title and description that will allow the user to clearly…
Tasks & WorksheetsAdd or Edit a Task Group
This is the screen where you can add a new Task Group Give the Task Group a meaningful Title and description. NB this Title will appear in the…
Tasks & WorksheetsAdd or Edit a Worksheet
To edit an existing worksheet press from the list view or from the detailed view then To add a brand new worksheet press Title your worksheet and…
Tasks & WorksheetsCalculations within a Worksheet
Calculations can be added in to a worksheet. These can either be shown or hidden from the worksheet view. Calculations can utilise a free type…
Tasks & WorksheetsCompleting your Tasks
To complete a task firstly go to the relevant Task Group in the menu bar. Select the relevant Task that you would like to view The Worksheet will…
Tasks & WorksheetsControlling worksheet versions
If you need to make alterations to a worksheet there is an easy way to control the versioning. Firstly duplicate the existing worksheet by cloning…
Tasks & WorksheetsDashboard Task Statistics
Here you can view Tasks for the week and month by their status To filter the graphs simple press on a the relevant field in the key to exclude it.
Tasks & WorksheetsEnabling a worksheet to be created ad-hoc
Enabling a new worksheet to be created on an ad-hoc basis or changing an existing worksheet to be ad-hoc is easy. From the Task & Worksheets…
Tasks & WorksheetsFields within the Worksheet Builder
A worksheet is a template that is assigned as a part of a task for the user to complete. Your current paper based worksheets can be built in a…
Tasks & WorksheetsHow do I edit a calculation on a worksheet?
First go to Tasks & Worksheets in the Administration view. Go to the 'worksheets' tab. To open the worksheet builder press from the worksheet list…
Tasks & WorksheetsHow do I view a complete task and its relevant worksheet as a manager?
Go in to the Task & Worksheet Module from the Administration Bar Tasks in the list view can be filtered and sorted to enable you to find what you are…
Tasks & WorksheetsHow to Publish or Unpublish a Worksheet
A worksheet can be classified as either published or unpublished at anytime. This will determine what worksheets are active that can be then…
Tasks & WorksheetsTask Administration View
This is the area where you are able to view all active tasks that have been allocated to individuals that you are set to manage or approve. Tasks…
Tasks & WorksheetsTask and Worksheet Settings
Task settings help manage the intervals and priority groups along with the groups for worksheet types. Task Intervals - are created so that when…
Tasks & WorksheetsTask Group Settings View
This is the area where all Task Groups are listed. A Task Group is required so that Users that can be assigned particular tasks under that header.…
Tasks & WorksheetsTasks & Worksheets Overview
Connecting users digitally, improving their workflows and providing transparent progress is the objective behind Task & Worksheets. A task is an…
Tasks & WorksheetsViewing your tasks
If you have been allocated to be part of a Task Group the groups that you are part of will appear in your Menu Bar. Any tasks that have been…
Tasks & WorksheetsWhat paper forms can be made in to Worksheets?
Our Worksheet form builder has many fields and simple calculations can built up to deal with most complex forms. Unsure if your form can be…
Tasks & WorksheetsWorksheet Builder
The worksheet builder allows for you to create digital forms. These can either be created from scratch or cloned from an existing worksheet. To…
Tasks & WorksheetsWorksheets Administration View
This is the area where all Worksheets that have been created are listed and where you are able to add a new type of worksheet or duplicate in…
Tasks & Worksheets