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Creating, Editing and Deleting Tasks

Creating a Task​

  1. On the sidebar select Tasks > Task Portal

A screenshot that shows how to navigate the sidebar to get to the Task Portal. The user has clicked "Tasks" and then "Task Portal" The screenshot is annotated with a red box to highlight the location the required menu buttons.

  1. Select the Task Board or Task List tab

A screenshot that demonstrates the location and appearance of the Task Board tab. The screenshot is annotated with a red box to highlight the location the tab.

  1. Click New Task

A screenshot that demonstrates the location and appearance of the "New Task" button on the task board tab. The screenshot is annotated with a red box to highlight the location the button.

  1. Enter the relevant details.
note

The “Assigned To” column will determine whose task list this will appear in. You can assign a task to a “Role” such as “WHS Team” and any members of that team will see the task in their task list on the “My Tasks” view.

A screenshot that shows the location and appearance of the New Task create screen. The screenshot is annotated with a red box to highlight the location the relevant fields for creating a new task.

  1. Click on Create or Create and Open

A screenshot that shows the location and appearance of the Create and Create and Open buttons on the New Task create screen. The screenshot is annotated with a red box to highlight the location the buttons.

Editing a Task​

  1. On the sidebar select Tasks > Task Portal

A screenshot that shows how to navigate the sidebar to get to the Task Portal. The user has clicked "Tasks" and then "Task Portal" The screenshot is annotated with a red box to highlight the location the required menu buttons.

  1. Select the Task List tab

A screenshot to demonstrate the location and appearance of the "Task List" tab at the top of the Task Portal. The screenshot is annotated with a red box to highlight the location the tab.

  1. Click on the title of the task you wish to edit

A screenshot that demonstrates how to click the title of a task that you wish to edit. The screenshot is annotated with a red box to highlight the location an item's title. The item's title is written in bold text.

  1. Edit any relevant fields on page as needed

A screenshot that depicts the item details page for a task. The screenshot is annotated with a red box to highlight the location the task item's fields and form. The form contains fields such as: Title, Assigned To, Start Date, Due Date, Estimate Time, Status, Parent, Rapid Form Link, Description. There is also an Embedded Form that contains the following fields: Corrective Action Code, Completed, Incident, and Solution. This embedded form appears because the task with the title "Check that corrective action #0000016 has been implemented". This task has been generated by the rapid system to help a user confirm that a WHS issue has been corrected.

  1. Once you have finished editing, click on Save or Save and Close

A screenshot that demonstrates the location and appearance of the "Save" and "Save and Close" buttons in the Command Strip of an item's details page. The screenshot is annotated with a red box to highlight the location the buttons.

Completing a Task​

Changing the "Status" Choice Field​

Each task in Rapid contains a Choice field labelled Status. To complete a task:

  1. Open a Task in Explorer. (This process is explain in the previous section).

  2. Click on the Status field to open its dropdown menu.

  3. Select Completed

  4. Save your changes

A screenshot demonstrating how the Status Choice field contains data such as "Not Started", "In Progress", "On Hold", "Completed" and "Aborted". The mouse cursor is hovering over the word "Completed", and will click this option.

Using the Complete Action Button​

When viewing an Item's page, there will be an additional button in the Command Bar labelled "Complete". This button has an icon of a checkmark.

Pressing this button will set the Status choice field to "Completed", and will also save your changes.

A screenshot indicating the location of the "Complete" button in Rapid. The mouse cursor is hovering over the "Complete" button in the Command Bar. The button also has a checkmark as its icon.

Deleting a Task​

It is not recommended to delete a Task if it has been abandoned; instead, change its status to Aborted.

However, if you need to delete a task due to incorrect data entry or a duplicate entry, you can do so in two ways: from the list or from the item page. Deleting from the list allows you to delete multiple Tasks at once.

Deleting a Task from the Tasks List​

  1. From the Task List, select the tasks you wish to delete

A screenshot that demonstrates how to select multiple tasks that you wish to delete. The screenshot is annotated with a red box to highlight the location the items' selection circles. When a circle is checked, it will turn from white to black, and a white checkmark will appear at its centre. In this example, two items have been checked, and the user's mouse is hovering over the third time but has not selected it.

  1. Click the Delete button

A screenshot that demonstrates the location and appearance of the "Delete" button on the Command Strip of a task item. The screenshot is annotated with a red box to highlight the location the button. The button is red and has an icon of a trash can. The text on the button reads: "Delete 2 items".

Deleting a Task from the Task Page​

  1. From the Tasks Page, click on the title of the task you wish to delete

A screenshot that demonstrates how to click the title of a task that you wish to delete. The screenshot is annotated with a red box to highlight the location an item's title. The item's title is written in bold text.

  1. Click the Delete button

A screenshot that demonstrates the location and appearance of the "Delete" button on the Command Strip of a task item. The screenshot is annotated with a red box to highlight the location the button. The button is red and has an icon of a trash can. The text on the button reads: "Delete".