Dashboard Task List

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To open any task, you can either double click on the task in the calendar or select the task in the list.

Each time you open a task either from the calendar or task-list, the task will be opened in edit mode in a new tab. This enables you to review multiple tasks, once finished close the tab to return to the calendar.

Note: GREY tasks represent completed tasks will only show in the calendar. You are still able to open completed tasks by double clicking on the required task on the calendar.

  1. You can use the forward and backward arrows to move between the months or click on the calendar icon and navigate to the required month.
  2. The Calendar can be used in either a day or month view by selecting the required view in the top right corner of the calendar.
  3. You can use the filters to narrow down your view in the calendar:
    a.
    Staff: You can select a team member and review all tasks outstanding for that individual.
    b. Filter By: allows you to select the task or items required.
    c.
    Filter By Expiry Period: allows you to further reduce the list by choosing one of the following:
    RED: Expired – the task has exceeded its expiry or completion date.
    YELLOW: Expiring within 2 weeks
    – GREEN: Expiring more than 2 weeks
    – GREY: Completed task (only show on calendar)
  4. To refresh the Dashboard and reset all your filters back to the original settings click on the Safetyminder logo & name in the top left corner of your screen.
  5. At any stage you can click EXCEL to generate a spreadsheet list.
    A dialog box will open at the bottom of your screen, select one of the options and proceed.


 

 

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