User guide

v.4.0

Messages Calendar Polls Contacts Documents Wiki Infos Tasks Forum Chat Notes Bookmarks SMS Fax Phone Calls Groups

• Received tasks
• Received tasks sharing
• Given tasks
• Given tasks sharing
• Group tasks
• Personalization

Received tasks

1. Definition [top]
   Your received tasks are these tasks you have assigned yourself or that someone else has assigned to you. Click on Personal in the left part of your screen to display them.
2. Add a personal task [top]
   Click on Add under your name in the right part of the screen.
3. Edit a personal task [top]
   Click on the task title to display its details. Then make all the changes.

   Note: If someone else has assigned you a task, you can only edit its status.

4. Delete a personal task [top]
   Click on the trash () next to the task title.

Received tasks sharing

1. Default access rights [top]
   
   • Add tasks: yourself and all members of the groups you belong to (cannot be changed).
   • View tasks: yourself (can be changed).
   • Edit a task: the task creator (yourself or someone else) can fully edit it. The task recipient can edit the status (cannot be changed).
   • Delete tasks: the task creator (yourself or someone else) and the task recipient (yourself or someone else) (can be changed)
2. Allow someone to view your received tasks [top]
   This right applies to all your received tasks. Click on Access and tick the boxes in the View this folder column.
3. Allow someone to delete tasks [top]
   This right applies to all your received tasks (created by yourself or someone else). Click on Access and tick the boxes in column Delete tasks.

Given tasks

1. Definition [top]
   The given tasks are these tasks you have assigned to another person. Click on Assigned in the left part of your screen to display them. This screen allows you to follow up the tasks using the "status" field.
2. Assign a task [top]
   Go to the assigned tasks and click on Add in the left part of the screen. Then, below To do by, click on Select another and choose a person. Then proceed as for a personal task.
3. Send an email notification [top]
   When creating a task, you can send an email notification. Tick the e-mail box next to Notification.
4. Send an SMS notification [top]
   When creating a task, you can send an SMS notification. Tick the SMS box next to Notification.

   Note: The notification will only be sent if the person has entered his cell phone number correctly in his personal data and if you have enough SMS credit.

5. Edit an assigned task [top]
   Click on the task title to display all its details. The make the necessary changes.
6. Delete an assigned task [top]
   Click on the trash () next to task title.

Given tasks sharing

1. Default access rights [top]
   
   • View tasks: yourself (can be changed).
   • Edit tasks: yourself (cannot be changed).
   • Add tasks: yourself (cannot be changed).
   • Delete tasks: yourself and the task recipient (cannot be changed).

   You can allow someone to cancel the tasks you have assigned: the tasks will not be deleted and their status will be changed to "cancelled".

2. Allow someone to view your given tasks [top]
   This right applies to all your given tasks. Click on Access and tick the boxes in the View this folder column.
3. Allow someone to cancel your given tasks [top]
   This right applies to all your given tasks. The tasks will not be deleted but their status will be changed to "cancelled".

   Click on Access and tick the boxes in the Delete tasks column.

Group tasks

1. Access to the group tasks [top]
   Select the group name in the second pull-down menu (the default value is "Private") or click on View in the menu bar and then on "Group Nameofthegroup".
2. Default access rights [top]
   These rights apply to received and given tasks.
   • View tasks: all group members (cannot be changed).
   • Edit tasks: all group members (cannot be changed).
   • Add tasks: all group members (cannot be changed).
   • Delete tasks: the task creator, the task recipient and the group administrator.
3. Add a group task [top]
   Create a new task and assign it to the group by clicking on Select another and by choosing Group name (common).

Personalization

1. Preferences [top]
   Click on Preferences in the menu bar to change the number of tasks per page.