Using the Task Table

In this tutorial you will learn how to use the Task Table to effectively navigate your work

Essentials

Tasks

Go to the Task Table

On the left sidebar, click 'Tasks'

Using Statistic Boxes

At the top of the Task table are 4 Statistic boxes, these show how many tasks have been idle for 2 weeks, tasks that have had no shifts, tasks awaiting invoice, and tasks awaiting sign-off. Clicking on any of these will refine the tasks shown in the table below, showing only tasks relevant to the selected box

Search for Tasks

On the top left of the Table is a searchbar. You can use this to find tasks, simply start typing and the tasks shown will refine as you add more detail

Bulk Action Mode

You can carry out bulk actions to tasks by using Bulk Action mode. Click the tickbox icon to the top right of the task table, and a series of boxes will appear to the left of the tasks on the task table

Select/Deselect all Tasks

Click the tickbox in the title row, and you will select all tasks. Clicking this again will deselect all tasks

Select/Deselect Individual Tasks

Clicking the tickbox next to any task rows will select just that task. Click them again to deselect them

Choose Bulk Action

After making a selection of tasks, you can use the options at the bottom of the screen to carry out bulk actions, either move all the tasks to a specified department, add a colour to each selected row on the table, or delete the selected tasks

Cancel Bulk Action

If you no longer wish to carry out a bulk action, click the 'Cancel Selection' button

Exit Bulk Action Mode

Click the tickbox in the top right corner of the Task Table to exit Bulk Action mode and hide the tickboxes

Column Filters

You can select which column the tasks are filtered by, by clicking the column title and choosing whether you'd like the tasks be be ascending or descending based on that column. For example, you can sort the 'Work Instructions' column from Z-A (Descending)