KYC for Corporate Treasury Help Centre
Tasks
At SwissMetrics we understand that task management is key in the day to day running of a business. With that in mind, we have an easy to use task tool to help you oversee this within your groups. Not only will this tool assist you in keeping track of the progression of tasks across the various group members, but there are many other functionalities that we will explore in this article.
To help you manage the Tasks in SwissMetrics this article will be covering the following:
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How to create a task and category
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How to edit a task
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How to apply permissions to a task
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How to filter tasks
Introduction to Tasks
Tasks can be used by any members of the portal, apart from a 'Read Only' member who can only use the specific tasks they are assigned too. Tasks are easy to create and also easy to edit and update. There is a progression status bar provided to help you stay on track and updated whilst a task is being completed.
How to Create a Task and a Category
Create a category:
To create a category like the pink one below, you would use the green button highlighted by number 1. When you select this you will be asked to enter a category name and select a colour, once you have chosen these all you'll need to do is select create and your category is created.
Create a task:
To create a task please either use the button highlighted 2 or 3.
Once you have selected either buttons 2 or 3, you'll have access to the edit task window (see below). Here you have the option to use the following features:
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The option to add in links
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Format the text
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Assign the task to a category - (tip, you can also drag and drop the task into categories once saved)
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Set the status bar
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Assign a due date & time
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Set a reminder for the task
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Assign the task to members
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Add in user tags
Once you've set the above, hit "Create" to set into the Group's task.
Another way to create tasks is to import from a CVS file. To do this you need to use a CSV file that you already pulled together, but don't worry you can always use the "Download sample file" to help get started. When creating the CSV file, add the same information as you would do when creating a task normally as headers and fill below for each task.
How to edit an existing task
Step 1.
To open up the task click on the name of the task you would like to open and a similar box to the one above will open up.
Step 2.
Select edit in the top right hand corner of the box which will bring up the below image. There are more features available when you edit a task such as:
1. Make the task recurring
2. Adding comments, guest share, see previous activity, add attachments and apply permissions.
How to apply permissions
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A Task can have permissions applied if you're like to limit who can see the task and/or how they can interact with it.
To set permissions when creating a new Task - Firstly, create a new task, open the task and hit edit to update the permissions. All access levels available are below:
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All Group Members - you can grant permissions to all Group Members.
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Assignees - Keep as assignees only if you'd like this to be only accessible to people who have been assigned to the task.
Change permissions within a task - Open up the task you would like to update, hit edit to change the permissions. All access levels available are below:
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All Group Members - you can grant permissions to all Group Members.
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Assignees - Keep as assignees only if you'd like this to be only accessible to people who have been assigned to the task.
How to filter tasks
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To make it easier to find certain tasks, we have the option to apply a filter to search existing tasks, both pending and completed. The steps below show you how to filter your tasks:
1. Filter by the name of the members assigned to the tasks
2. Filter between dates
3. Filter by the assigned person
4. Show the completed tasks within the search
