Nav Menu » Tasks
The SAFE Task system allows users within the software to communicate with other system users. The key feature is that all communication takes place within the software, where it can be tracked to a Case or Item, instead of outside of the system where communication is not documented for further review.
1. User A needs information from User B.
2. User A initiates a system Task.
3. User A fills in the task screen with information such as who the task is for (User B) along with a subject line and description.
4. Upon submission User B will receive an email indicating that they have received a task from User A with a link back to the system.
5. User B will login to the system and supply the requested information about the task.
6. User A will receive a return email indicating that a response has been posted. User A can then respond to the task or close the task.
Tasks Menu Option
The menu bar (on the left) will have a link to the Tasks page along with a (#) that shows how many open tasks are assigned to you or in a group that you are a part of. Click on either of these options and you will be directed to the Tasks page.
Creating a Task
Click the ‘Add Task’ button to begin to generate a Task.
Title & Message - This is sort of like a Subject and Message for an email message. Fill in a Title (Subject) and message for the user or group you are going to assign the Task.
Users - Begin to type the name or email of a user you want to get the Task.
As you begin to type a name the options for that name will come up below.
User Groups - If you want to assign a Task to a group of users you will type in the name of the group here.
Note: Org Admins can set up these groups in Settings > User Groups. Tasks can be generated for a User or Group but must contain at least one User or Group.
Linked Objects - This is where you can associate a Task with a Case(s), Person(s) or Item(s).
This is a sample of what a Task may look like.
Nav Menu » Settings \ User Admin and User Groups
User groups are for assigning tasks to Groups of users. When a task is assigned to a group, all users in the group will get the task along with a notification email.
To add users to the group, go to Settings > User Admin. Select the users for the group and go to Actions > Add to Group.
Users that are a part of a group will be shown in the User grid under the heading User Groups.
You may also click Settings \ User Groups. You can then Add a User Group.
After adding a Group, click Edit. You may then Add Users to that User Group.
Adding a Case, Person or Item from Menu
While you can add a Case, Person or Item to a Task from within the Task creation screen, the far better option is to add these from their respective search pages.
Go to Search > Items. Search for all items entered in the last 10 days (assuming you have some items in this search). Search for the list of results.
Now that I have a list of results, select all the items in this list and go to Actions > Add to Task
There is a slider on the top to add these items to an existing task or to create a new task. Click the slider for New.
Click Create Task.
You are now redirected to the Task entry screen but all of your items are now in the list.
Note: You can complete the same results by searching for Cases or Persons and adding to a Task.
Viewing a Task
Clicking on the Task menu on the left side of the screen will take you into the Tasks display area.
This page will show a list of all Tasks that you have created or are assigned to you. The list, by default, is sorted by the Last Action date column so you always get the most up to date task on top. You can, of course, resort the list by clicking on any of the headers.
The Tasks view page also has an option at the top to quick search for Tasks by Task # or Subject. Toggle the Open / Closed value to see Tasks that are open or Closed.
Each task will have a Details button that will take you into more details on the Task.
From this page, you can see all of the Task details, who it is assigned to along with all notes on the task. If you created or are assigned the task you will have the option to Edit, Close or Add a Note to the task.
All newly created or updated Tasks will generate an email to the recipient of the Task.
The email will contain information about the task and a short bit of info about the current status of the Task. The email will also contain a link back to the task in the system.
By default, very little information about the Task is passed in the email. If you are an Administrator, you can go to Settings > Organization, and enable the option for the email to include more details. If enabled, the user will not only get a Task ID and what was updated, but they will get the actual log of the transaction.
Task email with more details
Only an Org Admin, the creator, assignee of a task can edit the task.
To Edit a task, go to the Details button for the Task and click the Edit option.
Edit a Task
Any Open task can be closed and vise versa. From the Task menu, you can open or close more than one task at a time.
Closing or Opening a Task
In this scenario, I have my ‘Closed’ tasks screen open. You may select Tasks, then go to Actions > Open tasks to open all the selected Tasks.
The Org Admin can control who can create or view tasks in the system. Go to Settings > Permissions Groups. Click Permissions for the desired group.
There is an option at the bottom to control who can View or Create a task. By default, these are enabled for all Permission Groups in the entire system.
The Search menu contains a Tasks option which allows you to search across all Tasks in the system. From your Navigation Menu on the left-hand side of the screen, you can click Search \ Tasks.
From here you search against any Task in your organization.
View a Task from with a Case, Person or Item View
The Case, Person and Item details screen will now have a new tab for ‘Tasks’.
This Tab will show all Tasks that are or have been, assigned to the object you are viewing. Like the Tasks menu, you can go to details of the Task and work on it from there.
Mass Updating Tasks
Perhaps you'd like to reassign some Tasks to a different User? This is no problem using Mass Update for Tasks.
Simply click the Tasks field in the Navigation Menu and select some Tasks by clicking the checkbox to the left of Details.
Next, click the Actions box and then click Mass Update Tasks.
The Mass Update Tasks popup will then appear.
You may now choose to Mass Update Titles, Messages, Users or User Groups.
To reassign Tasks to a different User, move the Users slider from Off to On, enter a User, click Overwrite Users and click Ok. Those Tasks will then be reassigned.
For more information regarding Tasks, please listen to our Webinar:
SAFE Sessions 2 - Tasks @ https://vimeo.com/207013802/02fd286346