Use tasks to track any kind of work activity and information flow.

  • Navigate to task list at omniWorks \ Tasks.
  • Navigate to project, select project to manage tasks at omniWorks \ Projects.
  • Navigate to any Omnibasis product. You will find tasks associated with Products, Resources, Bookings, Auctions, Vendors, Orders, etc.


Click options drop down next to a record you want to update and select View to open details.



Tasks


  1. Select Tasks section to see a list of notes or to create a new one. 
  2. Click Create to create a note.



Create Task

  1. If you want to a use a predefined task template, select that Template.
  2. Select Send to resource to send this task to the resource assigned.
  3. Select Send to contacts in a workflow to send this task to the contacts in your workflow.
  4. Select Send Email to send via email. If your choose email, you can track email interaction with options:
    1. Track when email is open - track when email is opened.
    2. Track every link click in the message - track every link click in the message sent via email.
    3. Use Blockchain network to verify and store when email was opened - to store a record on blockchain when email was open.
  5. Select Send SMS to send via SMS.
  6. Select Create notification to create notification for a recipient in your portal.
  7. Enter task Title.
  8. If you do not want to use predefined Email template, select Use HTML as email content - task description will be sent as is.
  9. Select Layout for your email template.
  10. Fill in any detailed description of the task itself by entering detailed Description if any.
  11. If you are sending SMS message, enter message under SMS Message.
  12. Enter Start and End Dates and Times if any, and Reminder.
  13. Select Notification, if you want to set yourself reminder. It is useful if you use to track your own tasks and activities. You can always configure to receive emails with every notification as well.
  14. If you want Notify others with this task, enter Notify emails and Notify phone numbers.
  15. Use Labels to help you group tasks.
  16. You can attach a file or select existing for this task. If you are sending this task, a file will be sent as well.
  17. Click Save. If task to be sent out, it will be scheduled right away.