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Articles on: Sprwt Supprt

Is there a way to see and manage all event tasks in one place, instead of opening each proposal?


Yes. HR Tools > Employees > Employees Tasks (/admin/employees/employees_tasks) lists every task across all your proposals in one table — ID, Title, Creation Date, assigned Employees, Description, Status and Actions — with KPI tiles for Total, In Progress, Completed and Past Due tasks. Click Add New Task to create one directly from this page: pick a Proposal from the dropdown or leave it as — No Proposal — to create a stand-alone task that isn't tied to any event, then set the title, assigned employees, due date, reminder, status and description, same as the Tasks tab on a proposal. Tasks created here (with or without a proposal) also show up on that proposal's Tasks tab when one is chosen. Reaching the page and creating tasks both require the Create Events Proposals permission (the Proposals module must also be enabled); the Add New Task button itself additionally checks the accounting_transactions_edit permission in the current version.

Where to find it: /admin/employees/employees_tasks