How to Add or Edit Tasks in My Tasks

Overview

In this tutorial, we will walk you through on how you can create and assign tasks to users within your organisation from My Tasks. 

Step Tutorial

1. Go to the Profile icon located in the upper rightmost corner of the screen.
   
2. Select My Tasks.
   
3. Click Add Task.
   
   
   
4. Fill in the fields. 
   If you need a guide to help you on each field, you may refer to this tutorial on How to Create Task Templates.
   
   
   
5. Once all the fields are filled in, click ADD.
   

How to edit a task from the My Task Page.

1. Select a task from My Tasks and Click the View Button
   
   
   
2. Click Edit Task. 
   
   
   
3. Make the necessary changes.
   
4. Click Update.
   

That's it! You've successfully added and edited tasks in My Tasks.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to us via email at support@eskilled.com.au

• Related Articles

• How to Add Organisational Units in the SMS

  Overview Part of the process of setting up your SMS is creating Organisational Units. An Organisational Unit in the SMS functions as a grouping of SMS internal users to make task assignment and other administrative set up, such as Automations, easier ...

• How to Add Tasks to a Company in the SMS (Starter)

  Overview In this tutorial, we'll show users how to add and link a task to a company. This helps the assigned users easily identify who the task is related to. Step Tutorial 1. From the Dashboard, navigate to Companies, select the company from the ...

• How to Add Company Contacts in the SMS (Maximise)

  Overview In this tutorial, we will show users how to add contacts in the Company Portal. In the SMS, you can now add multiple Company contacts. When a contact person is added, this creates their user access to the Company Portal. Steps Tutorial 1. Go ...

• How to Manually Add a Task to a Student

  Overview In this tutorial, will guide you through the process of manually adding a task to a student in the Student Management System (SMS). Step Tutorial 1. From the sidebar menu, go to Students > search and select a student > go to Tasks tab > then ...

• How to Automate Tasks in the SMS

  Overview This tutorial will guide users on how to automate tasks in the SMS. With Automation, tasks are automatically created and assigned to specific users based on set conditions. Task automation not only saves time but also makes processes more ...