The Task Dashboard allows you to access, view, edit, and search Tasks. It can also be utilized to update and complete tasks as needed.
In this article, we will discuss accessing the Task dashboard, task stages, creating tasks, task details, searching and filtering, and the available action options (i.e., editing, completing, or deleting).
Accessing the Tasks Dashboard
To access the Task Dashboard, follow these directions:
Log in to your Golf Genius Golf Shop account.
Navigate to Staff > Tasks > Dashboard.
When first navigating to the Dashboard, only tasks assigned to you will be displayed (as shown below).
To see tasks assigned to other managers or "All" tasks, update the Advanced Filter "Assignee" to "All" (as shown below).
Viewing Tasks
The Task dashboard is your central hub for viewing and managing tasks. All created tasks are broken into sections or stages based on their importance, due date, and completion status. Each section will have an associated color. The following sections and coordinating colors are available:
Important (Red): Tasks marked as important appear at the top of the dashboard.
Past Due (Orange): Tasks with due dates in the past.
Today (Green): Tasks due today.
Tomorrow (Blue): Tasks due tomorrow.
This week (Blue): Tasks due this week.
Future (Blue): Tasks due more than a week in the future.
Recently Completed (Blue): Tasks completed within the last 24 hours.
Completed (Blue): Tasks completed more than 24 hours ago (accessible through search).
Note: Sections will only be displayed if a task meets the criteria for that section.
Task Actions
Each Task has a quick action option menu. Click on the action drop-down to edit, complete, and more (as shown below).
Note: Depending on the view, the drop-down might be in a slightly different location but will have the same options.
The following quick actions are available:
Edit: Edit the Task.
Mark as Completed: Mark the task as completed.
Assign & Accept: This option is only available if the task was not assigned to a group or individual. The person signed in to Golf Shop will be assigned the task. Note: You can easily switch between managers without signing out; for details, Click Here.
Delete: Delete the Task from the dashboard.
Task Tags/Alerts
In some instances, you may notice that a Task is tagged with green, grey, or other tag colors (as shown below). These flags signify an alert or groups assigned to that particular task.
The following are flags you may see on the dashboard:
Accepted (Green): Task not previously assigned to anyone that has been assigned & accepted.
Multiple Tags (Grey): If you have created task tags in the Tasks General Settings and have assigned multiple task tags to one task, the flag will be grey with an info icon that will display all the tags assigned to the task.
Other Colors: If you have created task tags in the Tasks General Settings and have assigned one task tag to a task, the tag name and color will be displayed.
Recurring Tasks
Only the most “upcoming” recurring task is displayed on the Dashboard. Once that task is marked as complete, a clone is created for the next date using the content from the previous recurring task.
Quick Search and Filter Tasks
At the top of the dashboard, you can filter tasks and search them using assignees, task tags, and other information (as shown below). For more details, Click Here.
