This article is part of the Manager Log Module. 


 

The 'Tasks' section allows a User to create a Task for themselves or for other Manager Log Users. Tasks can be completed via web browser or the 'On The Fly' mobile app. 


Tasks List


The 'Tasks' list displays all Tasks for the selected Location and day. 



1) Add Task - Click to add a new Task


2) Type - Log Type of the Task


3) Data - Data fields for completing the Task:

  • Checkbox - Task is complete when checkbox is checked

  • Checkbox and Number - Task is complete when checkbox is checked and numerical data is entered into the second field

  • Checkbox and Text - Task is complete when checkbox is checked and text data is entered into the second field.

4) Task - Task description


5) Assigned To - User the Task is assigned to. When a User is assigned, only that User can complete the Task. If 'Anyone' is assigned, any User can complete the Task


6) Created By - User who created the Task


7) Saved By - Last User to save changes to the Task. This includes marking the Task as completed or editing the Task's details. 


8) Multiple Locations - Indicates if this Task is for only the Location displayed or if it has been created at 'All Locations'. 


9) Start Date - First date that the Task is set to display

  • Important Note: By default, Tasks will be displayed on the Manager Log for every day between the 'Start Date' and 'End Date' of the Task. Tasks that have been set to 'End When Completed' will only display from the 'Start Date' through the date when the Task was completed.  


10) #Logs - Indicates the number of Log Entries related to the Task. Hover over the spyglass icon to view the related Log Entries.



11) Reoccurring - Indicates that the task is reoccurring. Click the reoccurring icon to edit all tasks in the series.


12) Edit - Click the pencil icon to edit the Task's details. (See the 'Create a Task' section below for more information)


13) Delete - Click the rex X icon to delete the Task


14) Save Data - Click to save changes made to checkboxes and data fields in the 'Data' column and mark Tasks as completed. 

  • Important Note: Tasks will not be marked as completed until the 'Save Data' button is clicked.


Create a New Task


Click the Add Taskbutton to open the 'New Task' form, where details for a new Task can be entered.



1) Recurring - Click to configure the Task to reoccur on a set schedule (See the Recurring Tasks section below to learn more)


2) Format - The data fields that must be entered when marking the Task as complete


  • Checkbox - Task is complete when checkbox is checked
     
  • Checkbox and Number - Task is complete when checkbox is checked and numerical data is entered into the second field
     
  • Checkbox and Text - Task is complete when checkbox is checked and text data is entered into the second field.


3) Type - Log Type associated with the Task. 

  • Note: If 'Default Text' has been configured for the Log Type, it will populate to the 'Description' field (#11)


4) Start Date - First day that the Task is displayed on the Manager Log


5) End Date - Last day that the Task is displayed on the Manager Log

  • Note: By default, this date is one month after the Start Date. The 'Task Default End Date Calculation' can be changed by a Superadmin on the Manager Log Settings page.

  • Note: Tasks will be displayed on all days between the Start Date and End Date, even when completed, unless 'End When Checked?' (#7) is set for the Task.

6) Assign To - User the Task is assigned to. When a User is assigned, only that User can complete the Task. If 'Anyone' is assigned, any User can complete the Task.


7) End When Checked? - If checked, this indicates that the Task will not continue to be displayed after being completed.


8) Email When Done? - If checked, this indicates that an email will be sent to the User who created the Task when it is completed.


9) All My Locations? - If checked, this indicates that the Task will be created for all Locations that the User creating the Task has access to. By default, Tasks are created for only the currently displayed Location.


10) Chart Note? - If checked, this indicates that the Task is included as a 'Chart Note' in the Charts Module.



11) Description - Displayed text for the Task


12) Add/Cancel - Click 'Add' to add the Task or 'Cancel' to close the 'New Task' form without saving. 


Recurring Tasks


When 'Recurrence' settings for a Task are set, Radar will create new Tasks based on the 'Recurrence' settings and 'Start Date' of the Task. 


The 'Range of Recurrence' will determine how often copies of the Task are created. When the Task is copied, the 'Start Date' is used to determine the 'Start Date' and 'End Date' of the copy. All other settings within the Task are duplicated exactly. 


Range of Recurrence


When creating or editing a Task, clicking the button will open the 'Range of Recurrence' settings.



1) Frequency - How often a new occurrence of the Task will be created

  • Daily - Every Day

  • Weekly - Once a week, on the same day of the week as the original 'Start Date'

  • Monthly - Once a month, on the same-numbered day of the month as the original 'Start Date' (ie: 3rd, 6th, 25th)

  • Yearly - One a year, on the same calendar date as the original


2) End Date - When new occurrences of the Task will stop being created

  • No End Date - New occurrences will be created until the settings are changed

  • End After - A fixed number of new occurrences will be created. The number of occurrences is entered into the 'occurrences' field

  • End By - New occurrences will not be created after a set date. This date is entered into the date field inline with the 'End By' radio button

  • Add/Cancel- Click 'Add' to save and close the 'Recurrence' settings. Click 'Cancel' to close the 'Recurrence' settings without applying them. 
    • Note: The 'Recurrence' settings window must be closed before the Task can be saved.