Accessing an Employee's Task Drawer
Go to All Employees.
Select the employee the task will apply to from the grid, or find them via the Search function in the toolbar.
Click on the arrow on the far right of the entry.
The employee's task drawer will open.
From here, you can see a list of tasks, which can be filtered by task type, using the Filter By Task Type dropdown.
Tasks are divided into two tabs:
Applicable Tasks: tasks that can be related to you. Your direct action is not required to complete them.
E.g. New employees needs to be given a laptop.A task named Laptop is created and assigned to your IT Department.
Your new employees will see that task in the Applicable Tasks tab, as that task applies to them although they can't complete it.
Assigned Tasks: tasks directly assigned to you. You're action is required to complete them.
Based on the example above:
The people from the IT Department will see the Laptop task under the Assigned Tasks tab, as they are responsible for providing laptops to newcomers and therefore need to complete the task.
There are 3 actions you can take for each entry in the list:
Complete Task: click the grey tick icon to complete a task. It turns green when completed. Click on it again to uncomplete it.
Cancel/Delete Task: click the bin icon to cancel or delete a task.
View Task: click the end arrow to open the task's full details.
Creating Tasks
There are two ways to create a task in Task Management. You can create a task by importing from a template or setting up the task from scratch.
Method 1: Import a Template
After opening the task drawer, click on Import From Template.
The drawer will load Available Templates with all options already selected. Deselect as needed, then press Import.
The drawer will return to the main screen and a new task following the task template that was imported will show in the employee's task list. You can then open the task to update any details as needed.
Method 2: Create a New Task
After opening the task drawer, click on Create New Task.
The drawer will load the task creation fields, fill this in.
Task Type: select a task type to categorise the new task.
Task Name: write a name for the task.
Assigned To: click the Edit Selection ✏️ button to open a list of available employees. You can select one or several, based on your needs. When done, click the blue Select button.
Click Assign to [chosen employee's name] to swiftly delegate the task to only the selected employee.
To check the selected employees, click the View Selection button.
Category: pick the correct category from the dropdown.
Due Date: click here for instructions.
Task Documentation: click on this option if you require the assignees to upload a document as part of the task.
Email Settings: click here for instructions.
Notes: click here for instructions.
Click the blue Save button on the bottom right of the drawer when you're ready.
Indigo will ask if you're sure you want to create the task. Click Cancel to go back to the drawer, or Save to confirm.
The newly created task will now be listed in the task drawer's list.
Good to Know
Each individual task is only available in its assigned employee's My Tasks, and will not be listed under the applicable to employee's My Tasks.
Only tasks applicable to the employee will show in the employee's task drawer.
Editing or Deleting Tasks from the Employee's Task Drawer
Editing Tasks from the Applicable Tasks tab
To edit a task within the Applicable Tasks tab in the employee's task drawer:
From All Employees, find the employee to whom the task applies and click on the arrow in their grid entry.
When the task drawer opens, look for the task you want to edit and click the View arrow on the right end of the entry.
This will open the task's details. From here you can edit the fields for Task Name, Assigned To, Due Date, Email Settings, or Notes. You can also change whether the 'Assignee is required to upload a document for this task to be completed' or not, by clicking the coloured Yes/No tag at the end of that sentence in the drawer.
Once you have finished editing the task, click Update Task. If you have both edited and completed the task, then press Update and Complete.
Tasks can also be edited from the All Tasks grid.
Deleting Tasks from the Applicable Tasks tab
You can delete a task from within the Applicable Task tab in the employee's task drawer.
From All Employees, find the employee to whom the task applies and click on the arrow in their grid entry.
When the task drawer opens, look for the task you need to delete from the list.
When you find the task, click the red Delete icon.
The task will be removed from the list immediately and Indigo will inform you that the task has been deleted with a message in the bottom left of the screen.
You can also delete it from the All Tasks grid.
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