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Quantum VS Help: File Maintenance |
Tasks may be used as a record of your interaction with Customers, Suppliers and Branches. This includes auto-generated Tasks, which might list sales and purchasing documents relevant to a Customer/Supplier/Branch, and also manually-created Tasks. Users may create Email Tasks, potentially using Task Templates, which may be emailed to Contacts at the Customer/Supplier/Branch.
General Tasks (Tasks not linked to a Customer/Supplier/Branch) may also be created manually, and subsequently monitored and marked as Complete, enabling users to manage their daily/weekly/monthly workload. For further information on viewing, adding, editing, deleting and Completing Tasks see Task Maintenance.
This section covers:
Task FAQs - see below.
Note: To find and open a Task record - perhaps to view Task details or Complete the Task - see Finding Tasks.
Your Tasks - Tasks assigned to you - are shown in the My Tasks tab within the Finder. See Viewing My Tasks.
You can view Tasks for a particular Customer, Supplier Or Branch (assigned to yourself and all other users) by selecting the Tasks tab within the selected Customer, Supplier Or Branch record. See:
See Creating Tasks.
See Editing Tasks.
See Deleting Tasks.
Create a Task using the standard method, add the Subject and recipients (manually or using a Task Template), then click Email on the Toolbar - Sub Menu to send the email. See Creating Tasks.
Task Template Maintenance enables the creation of templates for 'email' Tasks. When an 'email' Task is created, authorised Branches/Roles/Users may select an existing Task Template so that the email Subject and body text is populated automatically with text from the template, which may be amended and added to. Rather than manually entering email addresses each time, the user may select recipients from the email Contacts held on file. See Task Template Maintenance.
Yes. When viewing Tasks in the:
My Tasks tab - you may filter Tasks by Priority and/or Status, and list only Tasks with certain words in the Title or Content.
Tasks tab of the selected Customer, Supplier or Branch record - you may filter Tasks by Date, Priority and/or Status, and list only Tasks with certain words in the Title or Content.
Customer, Supplier and Branch Tasks must be assigned to a Quantum VS user when they are created. Each user will therefore see their Tasks listed in the My Tasks tab within the Finder. See Viewing My Tasks.
This depends on your company and your users' roles and responsibilities. If a Task is listed in your My Tasks tab it has been assigned to you to carry out.
If the Task has been created manually and is not an email Task, you will need to:
Carry out the Task itself: such as making a personal visit, making a telephone call, or performing some form of action. Then, when this has been done:
Complete the Task: i.e. record the Task as having been Completed.
See Viewing And Completing Tasks.
See Completing Tasks.
You may track your Tasks by checking in the My Tasks tab, which will list the Task Status and Due date.
General Tasks are Tasks not linked to a Customer, Supplier or Branch.
A system-generated Task refers to Tasks created automatically by the system, as opposed to Tasks created manually. For example, when a Sales Order is raised for a certain customer, this displays in the Tasks Finder as a Task for this customer.