Task management

 DETAILED PROCEDURE

Here is a detailed procedure for task management in Prodon Web.

Access the task list

Click on "Tasks" in the left-hand menu to access the task list and make additions. Review tasks using the desired views and filters, then open a task to view its details.

Filter the task display

If needed, click on "Quick selection" to choose which tasks to display. This menu notably allows filtering to show only your own tasks, filtering by status (completed or not completed), and managing the display by reference.

Adding a task via Task Management

Create a new task

Click on "Add" to create a new task. Define the task's subject, type, reference, and priority.

Configure accessibility

Configure the task's access using the access control panel (shield icon). Determine which users the task will be assigned to and define who is authorized to view or modify it, then click "Add" to save the access settings. By default, a task is visible to everyone and assigned to the user who created it, but access can be restricted to specific users.

Set dates and reminders

Use the detailed calendar to set the start date and due date. Simplify reminder management by enabling the notification option before the task's start and selecting the desired delay.

Add description and characteristics

Add a description or characteristics to the task, specifying the important elements. To add a characteristic, click "Add" in the relevant section, select the desired characteristic, and add notes as needed.

Finalize the creation

Click on "Add" to complete the task configuration.

Adding a task via the client record

Access the client record

On the Prodon Web home page, select "Clients". Search for the desired client and open their record.

Create the task from the record

Once in the client's record, click on the "Tasks" tab, then click "Add" to create the task. Follow the steps mentioned previously to complete the creation.

Modifying a task from the client record

Locate and edit the task

In the client's record, click on the "Tasks" tab and select the task to be modified. Click on the pencil icon to edit the task.

Save the changes

Make the desired corrections, then click on "Save" to save the changes.

Additional information is available in our FAQ, accessible in the following documentation:

FAQ - Task Management