Tasks are a great way to set priorities and jobs for your team - whether they're in the office or out on the street.

They have bespoke functions for you to set things like a due date, set the progress and leave notes about the task in hand.

You can open a new task by clicking the Quick Access button in the top right of the screen or by clicking 'New' in the Tasks panel of the Directory.

Within the record window that has opened you can now add in information about the task you would like to set.

Your Title should be short and to the point of what action is required and you can add more context in the Description box.

When you're first setting a task this will default to the 'To Do' status. Usually, you won't need to change this but there are options such as 'Pending', 'Complete' or 'In Progress' if the task is not at that stage.

You can use the 'Notification Emails' box to add in any team members you'd like to receive a notification when the task is marked as complete - such as a line manager.

Using the 'Expected Start' and 'Due Date' options you can set when you'd like the team member(s) to carry out the task and set a date for it to be complete.

You don't need to worry about 'Actual Start' or 'Actual Completion' as these are automatically updated when the task is progressed. If you're backdating you can set these here.

The notes section allows you to leave messages and further instructions for the team delivering the task. They can also add notes here too. They are a great way for minor details, micro-updates and comments about the task to be shared while it progresses.

On the right hand side of the record you can see all of the connections that the task you are creating has with records in your Solomon database.

For each of these you can use the 'Manage' link in the top corner of the box to edit them while the record is open.

Businesses - Add a business(es) that this task should be completed for.
​Hint: You can add more than one business but if you're looking to have a clear update of which businesses have had the task delivered you may wish to only add one, or a small number of business.

People - If there are specific people within your businesses that need to be involved in the task you can add them here so that they are visible to the team delivering it.

Projects - If the task you are creating falls under one of the projects you have in Solomon you can link this here. This helps when evaluating a Project as you can see everything that went into delivering it.

Activities - If you're creating a task from scratch you may not have any activities already related to this. If you are backdating tasks and there have already been activities logged you can find them and link them here.

Tags - If your task needs further context about what is being done (e.g. Deliver Materials) then you can tag this here.

Collaborators - Finally, here you can set who the task should be for. By default, the user creating the task will be here, but you can toggle this off and add in who will deliver the task.

Once you have saved the task this will appear in the Collaborator's Workbench and be able to be actioned.

Your team can then follow the Completing A Task tutorial to carry out and log the activities related to it.

You can open the task at any time to check on updates by navigating to the Tasks tab of Directory and opening the record - here you will see any progress updates and notes that have been added by the team.
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If you have set email notifications, you can also turn these off here too.

You can also check that an activity has been created that will allow you to show the outcome of the task on your timelines.