Jomo247 QMS Software Tutorials: Creating a New Task

QMS Software Tutorials A new task
Our quick guide to creating a new task on Jomo247.

This quick tutorial will guide you through Creating a New Task on Jomo247. For more of our simple QMS software tutorials click HERE.

 

Transcript

Hello everyone, this quick tutorial will show you how to make a new task on Jomo247.
Let’s get into it.

So, to create a new task you need to be within an activity. Here, underneath the activity photo we can select this ‘New Task’ button which will open a drop down menu with a number of fields for defining our task.
Firstly, we’ll want to give our task a name.

Next, we are able to set a time constraint on the task to ensure it is completed when it needs to be. We have the option to change the start date of the task and also the end date by which the task should be completed.
Following on, we have the option to add some more description. This field is optional, but can be useful if the task requires some extra instruction.

Then we are able to set the priority of the task, this again is optional. To set the priority we need to check this little box and then we can enter a number between 1 being the highest priority and 999999 the lowest.
Next, we have the ‘Initial Action’ field. If we click the arrow, it will let us choose from the dropdown which step or action to start the process from. If we select pause, it will start the process from the first action and if we select none it will start from the first step of the process.

Finally, we can upload documents to complement the task. To upload a document we can click ‘Select Files’ and choose the appropriate ones for upload. Jomo247 accepts a whole different range of files to be uploaded such as pdfs, excel spreadsheets, emails, photos and videos

Once we are happy, we can click the ‘Create’ button and as you can see our new task has now appeared and is ready to be completed.
And there you have it, our simple tutorial on creating a new task. Thanks for watching!

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