A Task is a checklist containing steps which can be assigned to different people.
A Task can either be created;
From a Template
As a one off
Or on a recurring schedule
In My Tasks, not from a Template
Using either Create button or the Quick create dialog
Note these can be referred to as Ad hoc Tasks
For everything else you need to do... ideas, reminders, meeting actions etc.
In this video we show you the different ways you can create and edit Tasks in Process Bliss:
Creating a Task from a Template
To create a Task from a Template, first find the Template that you would like to use in the "Templates" tab. Next, select the orange "Create task" button to display a dialog where you add the name of the Task.
Here you can also edit any details about the Task by pressing the "Edit before publishing" button.
When you've added a Task name, press the "Publish" button to send notifications to everyone who is assigned Steps in the Task.
The Task is now filled with all the information from the Template, and Steps can be ticked off as they're completed.
Creating an ad hoc Task
To create an ad hoc Task, go to the "Tasks" tab and select the orange "Create" button.
You will be taken to the edit screen of a Task, where the first thing to do is to enter the Task name.
Next, you can add Steps that represent everything that has to be done in this Task. To add your first Step, click the "Add a step" button.
Then, add a Step name that describes this part of the task. Press the green tick icon or press the enter key to save the name.
On each Step you can:
Change who is responsible for this Step (the assignee)
Set due dates, to define when this Step should be completed
Set it as Essential
Add a description to explain how the Step should be carried out
Add attachments and text fields
When you have finished creating your Task, press "Publish" to notify everyone who has a Step to complete and to start ticking Steps off as you complete them. Unless you have selected a due date, a pop up will appear to remind you that the due date will automatically be saved, for 7 days time. At this point, you can amend or publish the task.
If you decide later that you would like to save this Task as a Template to use it again, select the "Save as template" button.