In order to be able to edit a an existing task you must be allocated the role of Administrator - Tasks which can be allocated via User Administration.
To edit a task, click Workplace Central on the left hand side navigation and then on the 'Admin' link on the far right hand side. Ensure you are within the 'Tasks' tab where all your existing tasks will appear and enable you to locate the task you need to edit.
Click on the edit pencil icon which will display the task properties with the individual tabs.
- User Tab to view/add/change who needs to sign off the task
- Owner OR Manager/s tab to view/add/change who will be notified if the task is overdue.
User/s - the person/people who is/are required to complete the task.
- There can be numerous users that must complete the task and an item will be created for each user to sign off and complete.
- Tick any additional user/s who are required to sign off on the task or remove any user/s who are no longer in the Organisation.
Owner - normally the person who “owns” or is responsible for the task and should be notified if the item is not completed within the allocated time frame.
- There can only be one (1) owner of a task.
- Owners may hold the title of “CEO”, “General Manager”, Principal, Department Manager etc.
Manager/s - can also be notified if the task is not completed within the assigned time frame.
- Managers may hold the title of "Department Head' or "Area Manager" etc.
- There can be one or more managers of a task and these can be chosen by clicking on a User from the list automatically generated.
Please note: You do not need to click ‘Save’ unless you are finished all changes – simply click onto the next tab.
