Tasks and Task Notes
- 17 Nov 2023
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Tasks and Task Notes
- Updated 17 Nov 2023
- 1 minute read
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Once a project has been established, tasks can be assigned and associated with a user.
Tasks can also be accessed using the Tasks icon in the top-left corner of every Slate page (note that the displayed tasks are user-aware). New tasks can also be created using this icon, provided that permission to create tasks has been granted to the user.
Creating a Task
To assign tasks while viewing a project:
Select New Task
Enter the following configurations in the dialog box:
Status: Select a status for the task. The task status section list shares the same prompt list as the Project Status prompt list.
Subject: Enter the primary intent of the task. This subject is displayed to the administrative user after clicking the Tasks icon.
Deadline: Enter the deadline date for task completion.
Role: Select a role to limit the task to a custom role permission.
User: Select the administrative user responsible for completing the task.
Record: If the task relates to a record within Slate, search for the appropriate record.
Link Title: Link titles are necessary for tasks within Slate that are not connected to a Slate record, such as a task to update the "entry term" prompts. The link title masks the actual hyperlink to the prompts section of Slate. Think of the link title as the text displayed for a hyperlink. Rather than displaying "https://technolutions.com/," the displayed text might be more user-friendly, such as "Technolutions Website."
Link URL: The URL associated with the link title (above). The URL must link to a secured webpage (with "https://"). For instance, use "https://technolutions.com" rather than "technolutions.com."
Description: If further explanation of the task is necessary (apart from the subject), enter additional details in this section.
Associating notes with a Task
Use task notes to provide more detailed updates for a task as work progresses. This is especially useful if a single task involves multiple steps.
Select New Note.
Enter the following configurations in the dialog box:
Subject: Enter a subject for the note.
Task Status: Set or update the status for the task, if an update as a result of this note addition is warranted.
Notes: Add the description for the new note.
An added note includes a timestamp. Whenever the note is updated, the timestamp also updates.
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