To add a Task:
1. Click 'Tasks' from the menu on the left of your portal
2. Once in the 'Tasks' area, click 'Add'
3. A slide-out window opens for you to create the Task.
Field 1- Task: Task description
Field 2- Assigned to: The person responsible for completing the task.
Field 3- Due date: This will automatically default to 10 days from the current date but can be adjusted.
Field 4- Reminders: This will be set by default to "Automatic" (Automatic reminder frequency occurs 90, 30, 21,14, 7, 3 and 1 day before the task is due. If a task is overdue, this frequency continues until 90 days after the due date). Reminders can be amended to Daily, Never, etc and you can choose when those reminders begin.
Field 5- Notes: Any notes relating to the to-do can be added here.
Once you have created the Task, click 'Add'.
4. The newly created Task will appear in your Outstanding Tasks list.
The assignee will begin to recieve reminder notifications as per the reminder frequency configured by you.