Dashboard Task List
To open any task, you can either double click on the task in the calendar or select the task in the list.
Each time you open a task either from the calendar or task-list, the task will be opened in edit mode in a new tab. This enables you to review multiple tasks, once finished close the tab to return to the calendar.
Note: GREY tasks represent completed tasks will only show in the calendar. You are still able to open completed tasks by double clicking on the required task on the calendar.
- You can use the forward and backward arrows to move between the months or click on the calendar icon and navigate to the required month.
- The Calendar can be used in either a day or month view by selecting the required view in the top right corner of the calendar.
- You can use the filters to narrow down your view in the calendar:
a. Staff: You can select a team member and review all tasks outstanding for that individual.
b. Filter By: allows you to select the task or items required.
c. Filter By Expiry Period: allows you to further reduce the list by choosing one of the following:
– RED: Expired – the task has exceeded its expiry or completion date.
– YELLOW: Expiring within 2 weeks
– GREEN: Expiring more than 2 weeks
– GREY: Completed task (only show on calendar) - To refresh the Dashboard and reset all your filters back to the original settings click on the Safetyminder logo & name in the top left corner of your screen.
- At any stage you can click EXCEL to generate a spreadsheet list.
A dialog box will open at the bottom of your screen, select one of the options and proceed.