{"id":873,"date":"2019-03-09T06:53:51","date_gmt":"2019-03-09T06:53:51","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=873"},"modified":"2020-12-18T21:27:12","modified_gmt":"2020-12-18T21:27:12","slug":"creating-editing-todo-tasks","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/getting-started\/creating-editing-todo-tasks\/","title":{"rendered":"Creating \/ Editing ToDo Tasks"},"content":{"rendered":"

Creating a New Task<\/h2>\n
    \n
  1. To the left side of the ToDo list, locate the Create New Task button and click it.<\/span>\"\"<\/li>\n
  2. In the <\/span>Create New Task<\/b> form, specify details of the task:<\/span>
    \n\n\n\n\n\n\n\n
    Subject<\/b><\/td>\nSubject of the task.<\/span><\/td>\n<\/tr>\n
    Message<\/b><\/td>\nMessage of the task.<\/span><\/td>\n<\/tr>\n
    Assigned by<\/b><\/td>\nPerson who assigned a task to you.<\/span><\/td>\n<\/tr>\n
    Date<\/b><\/td>\nDate when the task was created.<\/span><\/td>\n<\/tr>\n
    Message<\/b><\/td>\nEnter the message of the task.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n
  3. When complete, click <\/span>Save<\/b>.<\/span><\/li>\n<\/ol>\n

    Update the Task Due Date<\/h2>\n
      \n
    1. On the list with tasks, locate the one you which due date you want to change.<\/span><\/li>\n
    2. Click the task subject.<\/span><\/li>\n
    3. In the <\/span>Edit Task<\/b> form, update the due date.<\/span><\/li>\n
    4. When complete, click <\/span>Save<\/b>.<\/span><\/li>\n<\/ol>\n

      Marking the Task as Completed<\/h2>\n
        \n
      1. On the list with tasks, locate the one you want to mark as complete.<\/span><\/li>\n
      2. Hover over the task until the action icons appear.<\/span><\/li>\n
      3. Click the <\/span>Done task\u00a0\"\"<\/b> icon.<\/span><\/li>\n<\/ol>\n

        The completed task will disappear from the list of tasks.<\/span><\/p>\n

        Passing the Task to Another User<\/h2>\n
          \n
        1. On the list with tasks, locate the one you want to pass to another user.<\/span><\/li>\n
        2. Hover over the task until the action icons appear.<\/span><\/li>\n
        3. Click the Pass task\u00a0\"\"<\/b> icon.\"\"<\/li>\n
        4. In the <\/span>Pass Task(s)<\/b> form, select the user who you want to assign the task to.<\/span><\/li>\n
        5. Click Save<\/b>.<\/li>\n<\/ol>\n

          Deleting the Task<\/h2>\n
            \n
          1. On the list with tasks, locate the one you want to delete.<\/span><\/li>\n
          2. Hover over the task until the action icons appear.<\/span><\/li>\n
          3. Click the Delete\u00a0\"\"<\/b> icon.<\/li>\n<\/ol>\n

            Viewing Tasks of Another User<\/h2>\n
              \n
            1. On the sidebar located to the left side of the tasks list, locate the box for selecting users.<\/span>\"\"<\/li>\n
            2. To clear the current user, click the <\/span> icon.<\/span><\/li>\n
            3. In the box, select the user whose tasks you want to view. The list of tasks will update for the currently selected user.<\/span><\/li>\n<\/ol>\n

              To view tasks for inactive users, check the <\/span>Show inactive users<\/b> box and select the user whose tasks you want to view.<\/span><\/p>\n

              \"\"<\/p>\n

              Filtering Tasks<\/h2>\n
                \n
              1. On the sidebar located to the left side of the tasks list, locate the selector of tasks types with the following options:<\/span>
                \n\n\n\n\n\n
                Inbox<\/b><\/td>\nShows your actual tasks in your workbox.<\/td>\n<\/tr>\n
                Done<\/b><\/td>\nShows your completed tasks.<\/td>\n<\/tr>\n
                Passed<\/b><\/td>\nShows tasks that you passed to other users.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n
              2. Select the filtration option.<\/span><\/li>\n
              3. View the list of filtered tasks.<\/span><\/li>\n<\/ol>\n

                Re-Opening Tasks<\/h2>\n
                  \n
                1. You can re-open the already completed tasks and view them in your Inbox.<\/span><\/li>\n
                2. Select <\/span>Done<\/b> as filtration option for tasks.<\/span><\/li>\n
                3. On the list with tasks locate the one you want to re-open.<\/span><\/li>\n
                4. Hover over the task until the action icons appear.<\/span><\/li>\n
                5. Click the <\/span>Back to Inbox \"\"<\/b> icon.<\/span><\/li>\n<\/ol>\n

                  Configuring Settings<\/h2>\n
                    \n
                  1. On the sidebar located to the left side of the tasks list, locate the Settings section.<\/span><\/li>\n
                  2. Here you can enable the following options:<\/span><\/li>\n<\/ol>\n\n\n\n\n
                    Future Dates<\/b><\/td>\nMove the toggle right to enable display of tasks which due date is in future.<\/span><\/td>\n<\/tr>\n
                    Suppress Warnings<\/b><\/td>\nMove the toggle right to suppress warnings about new tasks in your Workbox.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>","protected":false},"excerpt":{"rendered":"

                    Creating a New Task To the left side of the ToDo list, locate the Create New Task button and click it. In the Create New Task form, specify details of the task: Subject Subject of the task. Message Message of the task. Assigned by Person who assigned a task to…<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[7,95],"ht-kb-tag":[],"class_list":["post-873","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/873"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=873"}],"version-history":[{"count":1,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/873\/revisions"}],"predecessor-version":[{"id":5697,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/873\/revisions\/5697"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=873"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=873"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=873"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}