Task Manager

Overview

Using Task Manager you can create your own tasks other than those generated by HireCraft. For instance, when you need to make note of a meeting with your Boss or a Client on some date, you can enter some information relating to that using Task Manager and press save on the toolbar. When you log into HireCraft on the date you had specified meeting information, they are shown in the planner. So you don't miss out any of your tasks, even if you forget HireCraft will remind you.

* This feature is available only in Standard and Enterprise editions.
 

Creating Tasks

To create your task double click anywhere within the planner view to invoke Task Manager window, and enter the following information.

• Type: Select the type of task from the drop-down

• Target Date : Select target date of the task from drop-down calendar. You can even use UP & DOWN keys on keyboard to scroll through the date, month, year and time.

• Duration: Type the duration which your task may go upto

• Status: Choose whether task is open or Closed. By default any new task created are Open.

• Reminder: Check the reminder checkbox and choose the duration of pop-up reminder you want to get.

• Subject: Enter the subject for your Task. Example: Meeting with Client or Call the candidate etc.,

• Description: Enter the description of your task.

Sharing tasks with Team Members or other HireCraft users

Another unique feature of HireCraft is its ability to share your tasks with other HireCraft users in your organization. In the event when you need to share the reminders with other users, first create the task as usual and select the users from the drop-down list by clicking within row of Name column (see figure below), likewise choose Rights on the right column of the same row. You will have to follow the same process for every user, you share reminders with.

About Rights: Apartment from sharing your tasks, you can also set rights to a shared user, which are explained below

• Read Only : Means that user can only view task and not make any changes to the task

• Change Rights :User can make changes to or edit your tasks

• Full Rights : Apart from making changes, user can even close your task

Closing the Tasks

You can close any tasks that you would not like to be reminded of. Please note, unless you close any tasks they keep appearing in your pending tasks list on every subsequent dates.

To close a task double click on a particular  task in the Planner view and click "Close Task" button on the toolbar. Alternatively you can choose the radio button option "Closed" and press "Save" button on the toolbar. Ideally the first option was better!