Feature Overview: Task Scheduling

This article explains the feature overview of the Task Scheduling Functionality Access: Admin/ Managers

The Task Scheduling Page is a tool within the admin section, designed to streamline the creation and management of task groups and schedules. This document serves as a user-friendly guide to help administrators leverage this feature effectively.

Purpose and Benefits

Empower administrators to efficiently set up and manage task schedules with flexibility in triggering tasks based on dependencies, anchor events, and conditions. This feature enhances overall task management within the system.

Prerequisites

Ensure you have administrative access for this feature.

Familiarise yourself with the task management workflow within the admin section.

Accessing the Feature

1. Navigate to the admin section of the system.
2. Locate and click on the "Task Scheduling" page.
3. Follow the on-screen instructions to access and utilise the feature.

Detailed Feature Guide

Section 1: Basic Features

Understand and perform essential functionalities:

1. Task Group and Schedule Creation
   • Allows you to create task groups and schedules.
   • Naming, describing, and specifying the application of task schedules.
2. Task Dependency and Trigger
   • Define trigger scheduling (Events or Date & Time) for task schedules.

Section 2: Advanced Features

Explore advanced functionalities:

1. Task Schedule Creation
   • Access the Task Scheduling Page within the admin section.
   • Create new task schedules with names and descriptions.
   • Specify the application of the task schedule.
   • Configure trigger conditions based on task completion or events.
   • Save and manage existing task schedules.
2. Specifying Task Details
   • Select task types (e.g., email) and input details such as sender, recipients, subject, etc.
   • Configure timing of task trigger based on scheduling date or task completion.
   • Add tasks to the schedule with specified details.

Section 3: Tips and Tricks

Maximise efficiency with additional tips:

1. Engage the AI tool to help you with writing your task in a creative and efficient manner
2. Explore customisation options for each task type to tailor the scheduling process.

Troubleshooting/Common Issues

Common problems and their solutions:

1. Issue: Unable to access Task Scheduling Page.
   • Solution: Ensure administrative access and check system permissions.

FAQs (Frequently Asked Questions)

Q1: How do I access the Task Scheduling Page?

A1: Navigate to the admin section of the system, and you'll find the "Task Scheduling Page" where you can create and manage task schedules.

Q2: What happens if I save a Task Schedule without adding any tasks?

A2: If you save without adding tasks, the Task Schedule will be labelled as a "Draft" next to the Title until tasks are added.

Q3: How can I troubleshoot if my task schedules are not triggering as expected?

A3: Review the trigger conditions and dependencies for each task schedule. Ensure that the administrative access and system permissions are in order.