In SecureDB, Tasks can be the building blocks of Projects, important items for discussion in Meetings, or stand-alone “to dos” for individuals in the organization. No matter how they are used, Task are action items assigned to an individual, given a start and deadline date, and can include additional information and resources in the “Task Details.” If equipped, Speech Recognition can be utilized in any Task Details section.
Tasks come in a few different states:
- Not Started: The Task is not in progress and it’s not complete; no radio buttons are on.
- In Progress: The Task has started; the first radio button (blue) is on.
- Complete: The Task has been marked as “complete” by the person it’s assigned to; the green radio button is on.
Completed tasks will drop down to the “Completed” section and can be reopened by unchecking the “complete” radio button. Tasks that were setup to be reviewed by a supervisor will appear in the “For Review” section and cannot be fully complete until the employee’s direct “Reports To” reviews the Task and deems it complete and up to standard. At this point, the supervisor may either “Approve” it or “Reject” it.
Rejecting a Task puts it back on the Task list for the user it was assigned to, with a visual indicating it was, for whatever reason, rejected. Accepting the Task archives it.
As they say, “Trust, but verify.”
Once a task has been assigned to you, you’ll find a running Task list on your Dashboard as well as in My Task List on the navigation panel.
You can re-order your Tasks by dragging and dropping them by the handle (three lines on the far right-hand side) into a priority order. By clicking the three vertical dots, you can interact with tasks in the following ways:
- Task Details: Opens a modal window with details about the task as well as a WYSIWYG editor.
- Watch: This allows you to get notifications about this Task, specifically, depending on how you’ve set your notification preferences in the Notifications tab of your profile.
- Star: Used just as you might “flag” an email. This could be a priority or a favorite. That’s totally up to you.
- Reassign: Allows you to reassign this Task to another individual working in the same group (meeting or project).
- Delete: This will remove the Task totally from both your Task list as well as any meetings or projects it may be associated with.
NOTE: The delete function here is a “soft delete”. The Task isn’t really deleted; it’s just “deactivated” and “hidden”. Create a support ticket if you’ve “deleted” a Task by mistake.
Pro Tip!
In Task Details, you’ll find start and deadline dates for this Task. It can be a little hard to think about all the Tasks, their dependencies, and timing with nothing but a date picker at your disposal. That’s why we created a visual and interactive Gantt chart.
There, you can drag & drop Tasks and projects to get the timing just right. So, do the best you can with start and deadline dates in Tasks, but use that Gantt chart to check your work.
Understand the Evolution
As a task gets worked through, the dates will change, it could be reassigned, the scope of work involved in that task could change. Change happens, but SecureDB tracks every change to a Task. At the bottom, you can click “Task History” for a timeline view of that evolution. Click the “maximize” icon in the modal toolbar to show a revision history of the Task details.
