Difference between revisions of "Tasks"

Revision as of 15:20, 25 January 2018

Tasks are used in the Scripts to send Letters, Emails or Notes to Tenants or Staff. Keyfax Inter•View can collect various pieces of information via Databoxes (see section 3) from either the Host System or from the Operator so that it can be used within a Task.

Tip

If a Task is picked up by a script, the Operator will be asked to ‘Process Tasks’ on the results screen before they can submit the repair.

The Navigation Pane - displays the Task Selection, containing a list of the Tasks already set up and listed alphabetically.

Task Selection:

Filter - type in characters to search for Tasks with the specific text. You can search for text in the Description or the Code columns. As you type into the Filter the list will update with Tasks matching your Filter criteria.

The list of Tasks can also be sorted (ascending or descending), by code or by description, by clicking on the column header.

Tip

Move multiple Tasks into a group by either holding Shift whilst clicking to select a block of Tasks, or by holding Ctrl whilst clicking to select multiple Tasks and then drag them into the desired group in the Task Selection list.

The Editing Pane - displays the Properties and Bookmarks of the selected Task:

Bookmarks Used – a list of any Databoxes used by the Templates attached to the selected Task.

Properties – enables you to view and/or edit the selected Task:

Group - Tasks can be arranged into groups so that they appear together in the Task Selection list.

Tip

When creating/editing a Task, you can either select a group from the drop down list or type a name to create a new group.

Code – a unique code for the Task. This code may be any numbers or letters and can be up to 15 characters. It is useful to make the code meaningful so that it has some identification when viewed within the Scripts. These cannot be duplicated.

Short description – a brief description of what the Task will do.

Full description - a detailed description of what the Task will do.

Default priority – the default priority assigned to the Task. When this Task code is used within a Script it will be assigned the default priority.

Tip

For a priority to override the default it must appear in the script after the code, rather than before it. If two codes are being picked up, the priority must appear after the code it is overriding, but before the second code.

Task Templates - Templates are used to create Letters, Emails or Notes to be actioned as part of the Task. The Task Templates shows all the Templates attached to the Task.

Add a Template - select . The drop down list displays the list of ‘base task templates’ to use as the basis for your task:

To edit the template once you have added it to the task, click to open the Editing Pane.

Add Item – add an attachment, for example, an advice leaflet, to a Template by selecting the on the Task Template Pane.

The drop down list contains the options of a Continuation (opens a new blank page with editor) or, an Enclosure if linked to a Letter or an Attachment if linked to an Email.

Enclosures or Attachment Details - a new tab will be displayed.

Description – enter a description of the Attachment or Enclosure

File – for Attachments enter the file path or select the browse button

Base Task Templates

When adding a template to a Task, there are a number of ‘base task templates’ to choose from, which could form the basis of your template, for example a letter head or an email signature. The Keyfax model will not have any created.

To create a ‘base task templates’, select the ‘Task Templates’ section of the Advanced tab on the main tool bar:

Here you’ll be given a list of the type of templates on offer: •Email •Letter •Note

You will then be able to create a template as applicable.

Editing Tasks

Click under Task Templates to enter edit mode.

Bookmark Selection – these are Databoxes that have already been created (see Section 3). You can drag Bookmarks into the Editing Pane to place them into a Task or add Bookmarks by clicking on the  ; to the right of the selected Bookmark.

Formatting Menu - design the layout of the Task to be completed, insert images and format the text, using the base task template as your starting point.

Text Area – displays the Task as you edit.