Getting Started with Task Management
Who is this article for?Ideagen EHS users working with tasks.
Access to the Task Management module is required.
The Task Management module (also known as Action Item Management) is used to create, view, and manage tasks. This module is primarily used to track and monitor all the tasks or Action Items that have been created in various modules.
A task is typically created in the module with a set recurrence (i.e. a period in which the task will repeat, such as weekly, monthly, etc) and an approval status. Once reviewed and agreed the task is enabled and the task will appear in the Calendar module for the assigned people to begin work.
1. The Task Lifecycle
The flowchart below illustrates the task lifecycle:
2. Additional Resources
The below resources provide more details on how to work with tasks in various areas of the system: