Overview
Effective task management is crucial for maintaining organisation and productivity. Fergus's Tasks feature allows you to easily manage all your responsibilities related to specific jobs or general to-do items. This efficient system helps you remain focused and productive.
Job-specific Tasks
Let's begin with job-specific tasks:
1. First, navigate to the relevant job card.
2. From the left-hand menu, select "Tasks."
3. Click "Add Task" in the top-right corner to create a new task.
4. Fill in the required details, including:
- Description
-Due date
-Assigned staff member
5. Once you have completed the details, click "Add Task" in the bottom-right corner to save it.
Managing General Tasks
The simplest way to keep track of your general tasks is by using the Tasks pop-up window, accessible from any page in Fergus. This window displays all tasks, including both job-specific and general tasks.
To open the Tasks window, click the Tasks icon in the top-right navigation bar. A red notification badge will indicate any tasks that are due soon. When you click the icon, the task drawer will slide open on the right side of the screen.
The Task Drawer
Here’s what you can do in the task drawer:
Toggle between upcoming and overdue tasks.
Mark tasks as complete by ticking the checkbox.
Create new general tasks by clicking Add Task in the top right.
View completed tasks from the top left.
Edit or delete tasks using the three-dot menu next to each task.
View tasks assigned to different employees using the filter button at the top.
You can easily identify job-specific tasks by their blue titles, which include the job number and name. Simply click on the title to go directly to the job card. From the home screen, you can manage tasks using the option in the bottom right corner. Here are some of the things you can do:
Add general tasks directly.
Filter by team member to view their tasks
Mark tasks as complete by ticking the checkbox.
Overdue tasks will always appear at the top so you can prioritise what’s urgent.
Conclusion
With Fergus, you can effortlessly manage all your responsibilities, whether they're tied to specific projects or everyday to-do lists. This feature empowers you to stay focused and boosts your productivity, ensuring you easily achieve your goals.