Overview

The Tasks section is a part of the Operations module in Caddayn Biller. It is used to create, manage, and track individual activities that need to be completed as part of a business process or job.

A task represents a specific piece of work that needs to be performed. Tasks help users divide a larger job or workflow into smaller, manageable activities and monitor their completion.

Accessing Tasks

To access the Tasks section:

1. Log in to Caddayn Biller.

2. From the main navigation panel, click Operations.

3. The Operations menu is displayed.

4. Select Tasks.

5. The Tasks page opens.

Purpose of Tasks

The Tasks section can be used to:

• Create individual work activities.

• Manage pending and ongoing tasks.

• Track the progress of assigned work.

• Organize activities associated with a job or workflow.

• Monitor completed and incomplete tasks.

• Maintain a structured record of operational activities.

Creating a Task

Where the Create New option is available, users can create a new task.

To create a task:

1. Open Operations.

2. Select Tasks.

3. Click the option to create a new task.

4. Enter the required task information.

5. Select the relevant task type or related job, where applicable.

6. Add the required task details.

7. Save the task.

The created task can then be managed and tracked from the Tasks section.

Managing Tasks

Users can manage the tasks available in the system.

Depending on the available actions and user permissions, users may be able to:

• View task details.

• Create new tasks.

• Edit existing tasks.

• Update task information.

• Change the task status.

• Track task progress.

• Review pending and completed tasks.

Task Status

Tasks can be tracked based on their current stage or status.

A typical task progression may be:

Created → Pending → In Progress → Completed

The actual task statuses available may vary depending on the workflow and configuration of the application.

Tasks and Job Cards

Tasks can be associated with a Job Card to break a larger job into individual activities.

For example, if a job requires multiple activities, each activity can be maintained as a separate task. This allows users to monitor the progress of each individual activity while managing the overall job through the Job Card.

Tasks and Workflow

Tasks can also be used as part of a Workflow Template.

A workflow can contain multiple activities, and individual tasks can represent the work required at different stages of the workflow.

This provides a structured way to manage operational activities from initiation through completion.

Notes

• Tasks is one of the options available under the Operations module.

• It is used to create and manage individual work activities.

• Tasks help break larger jobs or workflows into manageable activities.

• Users can track the status and progress of tasks.

• Tasks may be associated with Job Cards and Workflow Templates.

• Available task actions and statuses depend on the application configuration and user permissions.

• Task status can be used to identify pending, ongoing, and completed work.

• Maintaining tasks helps organize and monitor operational activities in a structured manner.