To access Tasks go to Home > My Tasks

  • Tasks are linked to Projects

  • Within a task you can:

    • Specify a summary of the task, and detailed information

    • Include comments (i.e. any updates of the tasks, any correspondence etc)

    • Specify the Reporter (who created the task) and who the task is assigned to

    • Set the priority of the task 

    • Connect an event to the task - you will be able to select an event linked to the project

    • Set and amend the deadline of the task

    • Link the task to a Panacea job (from Core) - type in the job number to be able to select it. Once a job has been selected, you can press Go from the task to be taken to the job in Core

  • Every Reach user has their own Task view (Home > My Tasks) which combines all their own tasks in one place (across multiple projects).   

    • They can manage and up-date their tasks from here and any changes they make will be reflected in the project itself. 

    • They can also create tasks from here.

    • All users have full visibility of each users tasks. You have the ability to filter out the tasks by user by clicking the Task Filter drop down menu and selecting what user's tasks you would like to see.