This article will guide you through adding an item to an employee's to do list. These types of items can then be managed by the employee when they are logged in.
1. Add a To Do
Navigate to Staff > Lookup A Staff Member > Search and select the desired staff member > Go To Options.
In the list of options you will see Add An Item To This Employee's To Do List. Once selected you will have the form to add the to do item.
Item Name - This is the To Do item title that will show in the employees to do list and Daily Tasks dashboard widget.
Color For This New Item - Items can be categorized by color.
Optional Reminder Date - An optional reminder date can be set.
Optional Note - If more information or detail is needed beyond the item name, these notes can be added here.
Add To Do List Items - Click this option to add the new item to the employees to do list.
2. Viewing To Do Items
Employees can view and manage their To Do list by going to; Main > My To Do Lists.
Here they have several options for managing these to do items:
Add A New Item To The List - This option can be used to quickly add an item to the to do list
Move all complete Items to bottom - If the employee wishes to keep track of completed items, but move them to the bottom, they will click here.
delete all completed items in list - If the employee wishes to delete completed items, they will click here.
print list - the list of to do items can be printed by click this option. The printed to do items will include any notes and dates relate to each item on the list.
Edit Pencil - The edit pencil to the far right of an item can be used to edit the to do item.
Red X - The red x will fully delete the to do item form the employees list.
Employees can also view their To Do items in the Daily Tasks Dashboard Widget.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Staff Management: Can access staff menu tab
- Staff Management: Can access staff member options
- Staff Management: Can add an item to an admin users to do list