Who is this article for?

Ideagen EHS users creating tasks.

Permission to create tasks 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.

This article outlines the steps required to manage tasks and is split into the following sections:

1. How to Manage a Task
2. How to Change the Approval Status
3. How to Enable a Task from Action Items

1. How to Manage a Task

1. Click Modules.
2. Click Task Management.
3. Click on the Manage Task Menu. 

4. Click the button for the required option:

• • • Add From Library: Adds an existing action from a library of actions.
    • Delete: Deletes the selected action.
    • Save: Saves the task.
    • New: Create a new action.

Note: The Action Item library is a set of predefined tasks created by Users.  Users can copy the task(s) from the library for their specific location.

2. How to Change the Approval Status

1. Click Modules.
2. Click Task Management.
3. Click on the Manage Task Menu. 
4. Go to the Approval Status drop-down menu.
5. Change the status from Drafts to Enable.

6. Click on Save button.

3. How to Enable a Task from Action Items

1. Click Modules.
2. Click Task Management.
3. Click on the Manage Task Menu. 
4. Click on one of the Action Items.
5. Navigate to the Complete section.
6. Expand the Approval Status menu and select Enabled in the drop-down.

7. Click Save.