Tasks

1. Manage Tasks in Rady Apprentice
2. Filter Tasks data in Ready Apprentice
3. Export Tasks data in Ready Apprentice
4. Perform Bulk Actions against the Tasks Data
5. Create a new Task in Ready Apprentice

Manage Tasks in Ready Apprentice:

Click on "Tasks" in the navigation menu and you will be taken to the tasks dashboard.

Filter Tasks data in Ready Apprentice:

Use the Add Filter drop down menu on the left of the dashboard to filter the Tasks data.

Export Tasks data in Ready Apprentice:

Use the Export button on the right of the dashboard to export filtered lists of Tasks data. If no checkboxes are selected, it will export the entire list of Tasks data.

Fill out the the New Export Template and hit submit.

Perform Bulk Actions against the Tasks Data in Ready Apprentice:

Use the Actions button on the right of the dashboard to perform bulk actions against the Tasks data.

Select the Tasks data you want with the checkboxes on the left of the dashboard. If no checkboxes are selected, it will action the entire table of Tasks data. The below actions can be performed on the Tasks data:

• Bulk Reassign(will re-assign the selected user to the Tasks selected).

• Bulk Close(will close the selected tasks)

Create a new Task in Ready Apprentice:

Tasks can be created when creating a Filenote to almost any record in Ready Apprentice by clicking on the Follow-up tab at the top of the New - Filenote pop-up.

To add a new task, on a registration page, a task can be added through a Filenote > New Follow Up Task(optional).

The user will be notified of any new tasks under the notification bell in the Navigation Bar.