How to convert a report into a task in Revlitix?
Step 1: Initiating Task Creation
Starting Point: Look for the options icon symbolized by three dots within the Revlitix interface.
Action: Click on this icon and select "Create a Task" from the dropdown menu. This is your first step towards setting up a new task.
Step 2: Defining the Task
Task Name: Enter a clear and concise name for your task. This helps in easily identifying the task later.
Task Description: Provide a detailed description of what the task entails. This should include all the necessary information that the assignee needs to know.
Step 3: Assigning and Prioritizing
Assignee: Choose who will be responsible for completing the task. This can be an individual team member or a department.
Due Date: Set a deadline for the task completion, ensuring timely execution.
Priority: Assign a priority level (e.g., high, medium, low) to indicate the task's urgency.
Step 4: Navigating to the Tasks Module
Accessing Tasks: Now, move to the "Tasks" module in Revlitix. This module is dedicated to task management and overview.
Step 5: Monitoring Task Status
Viewing Task Status: Within the Tasks module, you’ll be able to see the status of all tasks categorized as:
Open: Tasks that are newly created or not yet started.
In-Progress: Tasks that are currently being worked on.
Completed: Tasks that have been finished.
By following these simple steps, you can effectively create, assign, and track tasks in Revlitix, ensuring a smooth workflow and efficient task management within your team.