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

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click General
  6. Click Tasks
  7. Click Add Task
  8. 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
  1. Click Submit

Update Task Status

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click General
  6. Click Tasks
  7. Locate the Task you need to update the status for
  8. Click View/Edit
  9. Update the Status field
  10. Click Submit

Edit Task

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click General
  6. Click Tasks
  7. Locate the Task you would like to edit
  8. Click View/Edit
  9. Make desired updates
  10. Click Submit

Delete Task

  1. Go to ireportapp.com
  2. Enter your Email/Phone Number
  3. Enter your Password
  4. Click Log In
  5. On the left-side navigation bar, Click General
  6. Click Tasks
  7. Locate the Task you would like to edit
  8. Click View/Edit
  9. Click Delete
  10. Click Delete again to confirm you would like to delete the task

Helping You Manage Workplace Safety One Episode At A Time

Phone Number:

(513) 549-3459

Address:

906 Madison Ave

Covington, KY 41011

Email:

support@ireportsource.com