New for Handsam Clients: Delayed Functionality for Administrators and Users
Responding to a number of client request, Handsam has now introduced the ability to “delay” tasks that can’t currently be completed, but you wish to leave on the date set.
Delaying the Completion of a Task for Tasklist Adminstrators.
You will have the ability to give your Tasklist Users the right to delay their own tasks, if you wish. To do this click into their User settings, as you would if you were going to update their access, and you will see an additional tick box for Allow Delay Tasks. By ticking this box you are giving the User permission to delay their own tasks, without this they won’t have the ability. Once you have ticked the box, please scroll to the bottom of the page and click “Update” to apply the change.
For more downloadable guidance for all the aspects of using the Handsam system, click HERE to view the Edsafe Client Support Centre
When you delay a task, an automated email will be sent to the Tasklist Administrator, on your account, and the amendment to this task is recorded on the Task History tab on the task view screen. If you do not wish to receive these emails, you are able to turn them off within your My Handsam tab, then Email Preferences.
Delaying the Completion of a Task for Tasklist Users.
If you have been assigned a task, that you are currently unable to complete, you now have the option to delay the task. The task will show as late, but delayed. Please note, you will need to be given additional permission to carry out this action. Please ask your Tasklist Administrator to update your User settings accordingly.
To delay the task, please tick the delayed Task box, you will then be asked to add feedback, as to why you are delaying the Task and the Task Complete slider will disappear. Please add your feedback and click Save.
When you delay a task, an automated email will be sent to the Tasklist Administrator, on your account, and the amendment to this task is recorded on the Task History tab on the task view screen.
To complete a delayed task, click on the pencil of the task, to update, and untick the Delayed Task box and click OK in the pop up:
You will now be able to complete the task, as normal. Your previous feedback, from delaying the task, will remain in the Task history.Y