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.
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.
Punch Items are used to keep a list of important items that must be completed for a project.
Click on an item to see the details:
You can Complete or Reject the Punch Item from the top menu, as well as attach files/photos or edit the details.
The Open section shows all tasks that are still open. This provides a quick way to keep track of tasks that are outstanding.
To complete a task, simply tick the checkbox on the left side. You can review completed tasks in the Completed menu section.
Next Steps:
Tasks should be reviewed frequently to ensure smooth operations.