OPPTIMO

Help Center

Tasks

Purpose Tasks are activities of jobs. You can create/ edit and view task details using this option.

Steps:

Main view -> Click on alt text drop-down -> Select alt text from the drop-down list

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Create Task

Steps:

Step 1: Click on alt text drop-down -> Select alt text -> Click on alt text option in “Tasks” window.

Step 2: Enter [Task Name], [Task Status] and [Task Description] in the “Create Task” window.

[Task Status] should be either “Enabled” or “Disabled”. Disabled tasks are not showing under “Task” dropdown list in “My Activities”.

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Step 3: Click on alt text button to save the record OR click on alt text button to close the window.

Edit Task

Steps:

Step 1: Click on alt text drop-down -> Select alt text -> Click on “Edit Task” alt text icon in the action column you wish to edit.

Step 2: Change the relevant details in the “Edit Task” window.

Step 3: Click on alt text button to save the record OR click on alt text button to close the window.

View Task Details

Steps:

Click on alt text drop-down -> Select alt text -> Click on “Task Details” alt text icon in the action column you wish to view details.

Search Tasks

Steps:

Step 1: Click on alt text drop-down -> Select alt text

Step 2: Type the [Task Name] you wish to search in alt text and click on magnifying alt text icon. Click on alt text icon to clear the search bar.