Personal tools

Difference between revisions of "21. Employee to Do's"

From TrueERP wiki

Jump to: navigation, search
(Overview)
(Overview)
 
Line 12: Line 12:
 
* Select '''To Do''' button. This will open the '''Items To Do''' window.  
 
* Select '''To Do''' button. This will open the '''Items To Do''' window.  
 
* In the '''Date Created''' select the date that the '''To Do''' was created.
 
* In the '''Date Created''' select the date that the '''To Do''' was created.
* In '''For Employee''' select the employee to whom you wish you want to add a '''To Do''' task.  
+
* In '''For Employee''' select the employee to whom you want to add a '''To Do''' task.  
 
* In '''Created By''' select the employee for whom the task has to be done.
 
* In '''Created By''' select the employee for whom the task has to be done.
 
* In '''Date To Do By''' select the date till when this task has to be completed.  
 
* In '''Date To Do By''' select the date till when this task has to be completed.  

Latest revision as of 20:49, 4 September 2014

Overview

Employee to Do's

Employee To Do's - Do you know where to set when and how your "To Do's"?

Employees to Do's is a way of adding Reminders prompts for either yourself or for your employees.

You can access Employees to Do's from the Toolbar or from Employee Module.

  • Select the Employee Module.
  • Select To Do button. This will open the Items To Do window.
  • In the Date Created select the date that the To Do was created.
  • In For Employee select the employee to whom you want to add a To Do task.
  • In Created By select the employee for whom the task has to be done.
  • In Date To Do By select the date till when this task has to be completed.
  • In Priority set Priority level to your Do Do.
  • In Description enter details about the task that has to be completed.
  • In Result write feed back notes on the task scheduled.
  • From the top right Tick Show on Reminders in order to view To Do's in the Reminder prompts.
  • The bottom Result window will built up all the feedback on the created To Do's with time.
  • Select Preview to view the print out.
  • Select Print to Print To Do's.
  • Select Email to email the To Do's to any employee.
  • Select Completed when the task has been completed, which then will no longer appear in Reminder prompts.
  • Select Save to save the actions.