Tasks help ensure that no important activities are forgotten. The ability to assign tasks to your colleagues can also improve coordination and control.
Where do I find which tasks?
The fleet overview gives you an overview of your tasks at any time. Tasks are divided into appointments and self-imposed tasks, which are marked with a blue calendar and reminders from the system, which are marked with an orange flag.
Tasks due today
Under the heading "Today" you can see all the tasks that are currently due. These can also be tasks that have an earlier due date but have not yet been processed.
Future tasks
From the point of a future date, e.g. "This month" you will see the tasks that are due from this date. If you have many tasks under, for example, "Today" you will see these future tasks as soon as you click on the blue text "Show more" at the end of your list.
Completed tasks
For control and overview purposes, you can also view completed tasks. These can be found by clicking on the blue text "Show Completed Tasks" in the gray bar above the list. Here you will find both completed tasks as well as past tasks that were ignored.
How can I perform tasks?
Click on the task. (Be careful - not to click on the license plate, this brings you to the vehicle file.) You will now see the first details of the task. Then click on the white button "Edit task". Now you can see all details about the task and can edit these fields and upload documents.
When you have completed the task, click on the blue button at the top right "Finish task". Enter the implementation date and click "Save". The task can now be found under the completed tasks. Shortcut: If you want to mark a blue task as done, you can also do this faster after step 1 by clicking on the right blue check mark. Enter the execution date and save it by clicking on "Save".
How can I ignore tasks?
Only system reminders, i.e. tasks with the orange flag can be ignored. To do this, proceed as follows:Click on the task. (Be careful - not to click on the license plate, this brings you to the vehicle file.) You will now see the first details of the task.Click the blue check mark on the left if you want to ignore the task. This task will now be displayed as ignored in the completed tasks. Be careful - if you ignore a task, it will no longer appear under your due tasks.
Where can I see if a delegated task has been completed?
To simplify coordination, you can also assign tasks to colleagues. For a good overview you can now see in the completed tasks and who has completed task. To do this, go into the completed tasks by clicking on "Show Completed Tasks". Click on the task. You will now see details about the task. Under "Completed by", you can see who performed the task.
Only system reminders, i.e. tasks with the orange flag can be ignored. To do this, proceed as follows:Click on the task. (Be careful - not to click on the license plate, this brings you to the vehicle file.) You will now see the first details of the task.Click the blue check mark on the left if you want to ignore the task. This task will now be displayed as ignored in the completed tasks. Be careful - if you ignore a task, it will no longer appear under your due tasks.
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