How to Add, Edit and Delete Tasks
A new users course dealing with the creation and updates of tasks. This resource covers how to add, edit and delete tasks within iReportSource.
Procedures:
Tasks Overview
A. Add Task
B. Task Status
C. View/Edit Task
Add Task
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click General
- Click Tasks
- Click Add Task
- Enter the Task Information
- Title- Create a title for your task
- Description- Describe the task that needs to take place
- Priority Level- Select the tasks’ level of priority
- Severity- Select the severity of the completion of the task
- Notes- Enter any notes regarding the task
- Category- Select the category that best describes the task
- Reason- Select the reason for the creation of the task
- Due Date- Assign a due date and time for the task to be completed by
- Assigned Users- Select the User(s) the task should be assigned to
- Click Submit
Update Task Status
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click General
- Click Tasks
- Locate the Task you need to update the status for
- Click View/Edit
- Update the Status field
- Click Submit
Edit Task
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click General
- Click Tasks
- Locate the Task you would like to edit
- Click View/Edit
- Make desired updates
- Click Submit
Delete Task
- Go to ireportapp.com
- Enter your Email/Phone Number
- Enter your Password
- Click Log In
- On the left-side navigation bar, Click General
- Click Tasks
- Locate the Task you would like to edit
- Click View/Edit
- Click Delete
- Click Delete again to confirm you would like to delete the task
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