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Task Dashboard Changes

Based on the feedback received the following changes to the task dashboard are being released:

1.

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Option to add a comment when completing a task

When manually completing a task, users can optionally add a comment. This may be used to explain why a task has been completed late.

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Hovering the mouse over the corner will show the comment as a tooltip.

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2.

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Show time a task is due

Task due dates will now include the time a task is due.

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When setting up rules for due dates, the time a task is due can be selected. If no time is selected it will default to close of business. (This is a global setting, currently set to 17:30).

3. Task Admin

In order to customise and maintain tasks, Admin users will be able to:

  • view details of tasks that apply to all payrolls
  • add additional tasks to specific payrolls in their office and maintain these specific tasks
  • view the default rules for all tasks
  • add rules for a specific payroll in their office, to override the default rules

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4. Management Report

From the task dashboard, Admin users have access to a management report view of the tasks for their office.

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The report can be filtered by client, pay date, task or status and can be exported to excel.