View All Tasks (Manager Dashboard)

The manager dashboard provides a master view for all tasks that have been created, including tasks that are assigned to task templates. If a template has a status of ‘Paused’ no new tasks from that template will appear on the master view until the status is changed to ‘Active’.

IMPORTANT NOTE: The default view for this table will be those tasks belonging to all Departments that have a status of Outstanding and the task type is Individual Tasks (so those tasks that are linked to incident report or ad-hoc tasks).

1. To reach this master view, login to the manager dashboard at resort.edgeauditor.com from a desktop computer.

2. From the side navigation select Tasks > View All Tasks.

3. You can use the various search filters at the top to quickly locate a specific task (see screenshot on next page).

4. All columns except ACTIONS can be sorted in ascending/descending order (see screenshot on next page).

5. Within the ACTIONS column you can perform the following actions (see screenshot on next page):

o View > opens a read-only version of the task.

o Edit > allows you to modify the task, including the ability to change the status from ‘Outstanding’ to ‘Completed’, adding the name of the person who completed the task and any corresponding notes. For tasks that are linked to a task template you will only be able to modify the Status, Completed and Notes/Comments fields. Any other changes must be made to the corresponding task template since it will update for all future tasks initiated from that template.

o Delete > This will remove the task.

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