The Task Manager facilitates the delegation and termination of tasks to employees. In order to be able to use the Task Manager, you must clear the appropriate rights in the user administration and restart the program.
Following the restart of the computer, a Task Manager
bar has been added in the Ingenious.net menu. When you click on the 
icon, the Task Manager
opens.
In the following illustration, the Task Manager has been allocated with several tasks for a better understanding.
In the “P” column, the priority of a task is displayed
(¯low.
«
normal, high). In addition, tasks with a high priority are displayed
in red. In the “M” column, the 
icon indicates which task has been sent
as a memo to all employees. The “Created” and “Due” columns show when
a task has been created or until when it should be completed. The subject
column illustrates to which object the task has been attached. In the
“F” column, the already completed tasks are indicated with a 
checkmark. These tasks are displayed in
green in the Task Manager. In the “H” column, the alarm clock icon 
indicates that a report has been sent
to the responsible operator on the due date of the task. The name of the
operator is listed in the last column. The Task Manager also has its individual
search function. In the following illustration you will find a short description
of the different function buttons.
Create a new task
Delete a task
Print the list view
Refresh table
Display/Remove tasks with a low priority
Display/Remove tasks with normal priority
Display/Remove tasks with high priority
Display/Remove completed tasks
Creating a new task
In order to enter a new task, simply click on the 
button “Enter
new task”. The following window then opens.
Here you have the possibility to link the task to a
specific object such as “Customer”. By selecting this object link, the
appropriate list view will open and the desired contact can be selected
with a mouse click. The contact will then be inserted automatically in
the subject heading. In order to delete an object link again, simply click
on 
. With the 
button, “Change to
attachment”, you can always switch to the detail view of the selected
object.
In the “Responsible” field, you can select the user
to whom the task should be directed. In addition, you can select between
three different priority levels: normal, low and high. In the “Due to”
area, the date and time when the task should be completed can be specified.
The task can be saved with 
and printed via 
.
Practice “Creating tasks”
In this exercise you will create three new tasks.
Click on the icon
“Create a new task”. Select the object link “Customer” in the opened window
Select the contact, “Sunshine” in the contact list view by double-clicking.
Fill in the following fields as illustrated.
Save the task and click
on the 
icon to return to the Task
Manager that should contain the new task.
Now create a new task. Select option “Article” for objectbinding this time. Choose the article “Little Big T awning” in the now appearing article catalogue.
The new task will be
sent to all employees as a memo, so place a checkmark in the field “Memo”
with a single mouse click. Fill in the remaining fields as illustrated
and save the task. Return to the Task Manager. Here the task sent as a
memo will be marked with this icon.
Now the last task will be created. It is important that you select the operator “James Black” in the “Responsible” field. The priority will be labeled as high in this case.
Now you see the three attached tasks in your Task Manager.
Exit the Task Manager by clicking 
or . Switch to the
user administration and give the user James Black the necessary rights
for the use of the Task Manager.
Close Ingenious.net and login again as James Black (Login: Black, password stays blank).
When you open the Task Manager, you will see two entries: the memo that has been addressed to all employees and the task for which James Black is responsible.
To finish the exercise, open the first task and click on the field “Completed”. Now the task will be displayed in green in the Task Manager and check marked in the “Completed” column.
Attach a task directly to the object
The creation of a new task is not only possible with
the Task Manager. It is also possible with the icon in the detail view of the individual
contact, article or project.
Instruction notice for task due dates
You have the possibility to retrieve a notice when a task is due with the help of the Task Manager. Here you just need to activate the “Give notice when due”. When the respective employee logs in Ingenious.net on the due date, the notice report appears immediately.
Print options
There are two print functions in the Task Manager.
The first possibility would be the printout via the detail view of the
tasks. Here you can print all the information needed for a task via the
print icon . In addition you have the possibility to
enter further remarks. Direct printing is carried out via the “File” menu
item. The second print option concerns the list view of the Task Manager.
Here, all completed tasks of the employee can be displayed. You also have
the possibility to add changes or upgrades
Print view of a task
Print view of a task list