Tasks and Alerts

To help with your "To-Do" lists, the Notes Tab on any type of entry provides both Tasks and Alerts.

Alerts act like an "alarm clock." They interrupt your attention (in a manageable way) and let you decide what to do with them, turn them off, change their setting, or even just "snooze" the alarm to remind you a bit later.

To set up an Alert, you first create it as a Task. Once that Task meets certain conditions, it becomes an Alert. Taking Charge of Alerts is very intuitive, especially when you understand what triggers and controls them.

As an "Owner" you can Set up Tasks for yourself or for other Employees.

•	When you create the Task, you can enter a Task Time. If no Task Time is entered or that Time has not yet arrived, this remains just a Task on the list.

•	However, once an entered Task Time has arrived, from then on that Task becomes also an Alert.

•	The Alert appears as a pop-up for the Employee this Task is assigned to.

•	The Assigned Employee will then Take Charge of the Alert.

•	Only the Owner (creator) and Assigned Employee can modify Tasks and Alerts.

You can review and monitor the progress of all your Tasks and Alerts as they are updated by the assigned Employees by tracking them in the My Tasks Tab of the Office Manager, as well as on individual Notes Tabs, such as for Work Orders or Purchase Orders.

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