Overview:

Upvise Tasks is a task management tool that allows users to organize, prioritize and track their to-do list and work tasks. It can be used for personal task management, team task management, or for project management.

The tool provides features such as creating and assigning tasks, setting deadlines with Start dates and Due Dates, tracking progress, and sharing task lists with team members.
Upvise Tasks is designed to help individuals and teams increase productivity and stay on top of their tasks and responsibilities.

They can be linked to any object or stand-alone. You can assign tasks to people with due dates and the system will automatically send email notifications and reminders. You can also attach additional information, like photos, and forms that need to be completed as part of completing the task. The Task Dashboard allows you to monitor tasks globally across all users and projects, depending on your access permissions.

Task Templates can be pre-configured to help speed up the task creation process.

To create a task template, follow the below steps:

Navigate to Tasks app
Click Options
Select “task Templates”
Click on the + icon, here you can create both a New Task Template or a new Task Template Group
Task Template: Populate the relevant information such as the Task Name, the task list, the template group, form and owner
Task Group: This can be set up and used to help Group Task Templates.

Tasks Groups can be used to Group tasks to help it easy to Create tasks in bulk.

For example, where a new Project commences, you may use a task group that contains a series of “Project Start Up” tasks that can be created in one click against the project in upvise.

See example of a task groups containing a number of task templates:

On the project, click + then Tasks to see the task group:

All tasks within that group will auto-generate:

Task Lists can be used to Group actionable tasks.

This is similar to Task groups however this is used to sort and categorise Tasks that have already been created.

Tasks groups do not necessarily contain all open tasks.

Tasks can be auto-generated from forms. An example of a form that workbench encourages Upvise user to use is the Training record form. When the form is submitted, a task automatically generates.

You can engage your workbench consultant to assist you with custom task development if required.

Screen Guide:

Tasks are organised into several categories on the left side menu, with Open being the default:

The dashboard provides a visual representation of key indicators, split into different tabs. On the Tasklist and Project tabs, the graph bars can be clicked on as a shortcut to the data it represents.

Next Steps:

Tasks should be reviewed frequently to ensure smooth operations.

Related Pages:

Contacts

Projects

Equipment

Process Flow: