Tasks
Task Verification - How Does It Work?
What is Task Verification? Administrators When setting up tasks, you have an option to require verification. This adds the additional step of having a manager or supervisor verify that a task was completed. If the option "Require verification?" is ...
Monthly Support Webinar - May 2021 - Tasks
Tasks Webinar On May 26th 2021, SETWorks hosted a live webinar about Tasks. You can view the recording from the link below: Topics Discussed Topics discussed include: Benefits of using Tasks How to create a Consumer Task from start to finish ...
Tasks - Start Here
Tasks! SET it! And Forget it! Want to get a reminder for birthdays? Want to track the due date of your next monthly? Want a reminder for your annual paperwork? We’ve got you - Tasks are here. Tasks are a SETWorks feature that help track action items ...
Creating Your First Task
How Do I Create a Recurring Task? Administrators Tasks are the best way to remind staff about an event or task that occurs regularly. For example, you can use Tasks to remind staff to create a monthly progress review form, or an annual ISP form. In ...
Configuring Tasks
What Settings and Privileges do I need to be aware of to start using Tasks in SETWorks? Administrators There are several Privileges that control access to Tasks. Administrators are able to place strict controls on which roles are able to view, ...
Deleting Tasks
How do I Delete Tasks? Administrators, Managers This article will walk you through two methods of deleting Tasks. If you've already created Tasks from a Task Template, you won't be able to edit certain fields. If you're only making small changes, go ...
For Managers: How Should I Start Using Tasks?
How Should I Start Using Tasks? Managers As a manager, you can use tasks to help your staff keep track of reoccurring due dates and to-do items that are important to your organization. This can be a useful place to track quarterly, monthly, and ...
Viewing Tasks
How do I access Tasks? All users Read the following article to learn how to open Tasks in SETWorks Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your ...
For Staff: How Should I Start Using Tasks?
How Should I Start Using Tasks? Staff As a staff member, you will primarily use tasks to keep track of your reoccurring due dates and to notify your supervisor that the task has been completed. Review Assigned Tasks Navigate to the tasks link in the ...
Tasks FAQ
Frequently Asked Questions about Tasks All users Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in ...