In Revlitix, you can easily convert a report into a task to ensure follow-ups, improvements, or investigations are actioned efficiently.
Follow these steps to create, assign, and track a task directly from your reports.
Step 1: Initiate Task Creation
Locate the Options icon (three vertical dots) on the report.
Click the Options icon and select Create a Task from the dropdown menu.
Step 2: Define the Task
Task Name: Enter a clear and concise name for the task.
Task Description: Provide a detailed description outlining what the task involves and any important context the assignee needs to know.
Step 3: Assign and Prioritize the Task
Assignee: Choose the individual or team responsible for completing the task.
Due Date: Set a deadline for when the task should be completed.
Priority: Assign a priority level (e.g., High, Medium, Low) based on the urgency of the task.
Step 4: Navigate to the Tasks Module
Go to the Tasks module in Revlitix.
This module is dedicated to viewing and managing all tasks created across your workspace.
Step 5: Monitor Task Status
Within the Tasks module, you can track the status of all your tasks:
Open: Tasks that are newly created or not yet started.
In-Progress: Tasks that are currently underway.
Completed: Tasks that have been finished.
By following these steps, you can easily create actionable tasks from reports in Revlitix.
This process helps maintain accountability, streamline workflows, and ensure that critical insights lead to timely action.