Tasks

Edited

The Tasks feature in HirePOS enhances productivity by allowing users to add and track unscheduled tasks efficiently. This document provides an overview of the Tasks feature, including how to add, complete, and manage tasks effectively.

Overview of the Tasks Feature

The Tasks icon, represented by a small checklist, is located in the top menu bar and is linked to HR > Tasks. This feature enables users to manage tasks that are not tied to specific dates, times, sales records, or customers. The data added, edited, and viewed from the Tasks panel is stored in the HR > Tasks section of HirePOS.

The tasks panel is intended to quickly add general tasks that do not have a specific date or time. These tasks can be tailored to individual users or set as global tasks accessible to all users. The Tasks panel allows for swift task addition, even while working on other bookings. Users can toggle between viewing their personal tasks and all users' tasks by clicking the user icon next to the To Do panel header.

Adding and Completing Tasks

To add a new task, follow these steps:

  1. Click on the Tasks icon in the main menu bar.

  2. A Tasks panel will appear on the right side of the screen.

  3. Enter a brief description of the task, and it will be added to the To Do section.

Completing a task is straightforward:

  1. Check the box next to the task description to mark it as completed.

  2. Completed tasks will automatically move to the Completed section.

  3. If necessary, you can revert a completed task back to the To Do section by unchecking the box.