Task and Worksheet Settings

Task settings help manage the intervals and priority groups along with the groups for worksheet types.

Task Intervals

Task Intervals - are created so that when setting a Task a recurrence can be added and future Tasks automatically create. They can be completely customisable by days and months meaning that no type of re-occurrence is unavailable.

Use the Filter to search for Intervals. To edit press and to delete.

To add a new Interval press

Select the relevant Interval to view the details. To edit from here press

To add an Interval add the Title and Description of the Interval. Select if the interval should be based on Months/Years/Weeks/Days. Then set how many Months/Years/Weeks/Days should pass before the re-occurrence should appear.

Task Priorities

The set of priorities that you define can be applied to tasks that are assigned to a user at a later date.

Use the Filter to search for Priorities. To edit press and to delete.

To add a new Priority press

Select the relevant Priority to view the details. To edit from here press

The title and relevant colour can be customised and set to the naming protocol in your organisation.

Worksheet Types

Worksheet Types can be added to group worksheets and make them easily searchable in the main Worksheet list.

To add a new Worksheet Type press

Use the Filter to search for Worksheet Types. To edit press and to delete.

Select the relevant Priority to view the details. To edit from here press