Overview:

The Tasks List in TamilAccounting ERP provides users with a detailed overview of all tasks assigned within the system. This interface allows users to manage tasks efficiently by providing filtering options, task status updates, priority settings, and the ability to assign tasks to different staff members. The Tasks List is an essential tool for managing workloads, tracking progress, and ensuring that all tasks are completed on time.

Key Sections:

1. Filter and Search Options:

   • Search: Enter keywords to search for specific tasks by name. This feature allows for quick access to tasks that match the search criteria.
   • Type: Filter tasks based on their type, such as administrative, technical, or customer-related tasks. This helps in organizing and viewing tasks by category.
   • Status: Filter tasks by their current status, such as "In Progress," "Complete," or "Pending." This is useful for focusing on tasks that require immediate attention.
   • Priority: Select a priority level from the dropdown to filter tasks by their urgency, such as "Low," "Medium," or "High." This helps in managing tasks based on their importance.
   • Assigned To: Filter tasks by the staff member to whom they are assigned. This allows managers to view and manage tasks by team member.

2. Tasks List:

   • Task Name: The name of the task. Clicking on the task name allows users to view detailed information about the task or make edits.
   • Start Date: The date on which the task is scheduled to start. This helps in planning and ensuring that tasks are initiated on time.
   • Due Date: The deadline by which the task must be completed. This is crucial for meeting project timelines and managing workloads effectively.
   • Priority: The urgency level of the task. Users can update the priority directly from the list by selecting a new priority level from the dropdown.
   • Staff: The staff member assigned to the task. This field helps in tracking responsibility and ensuring that tasks are allocated to the appropriate team members.
   • Status: The current status of the task, such as "In Progress" or "Complete." Users can update the status directly from the list by selecting the new status from the dropdown.

3. Actions:

   • Edit Icon:
     • The pencil icon next to each task allows users to edit the task details directly from the list. This is useful for making quick updates to the task’s name, dates, priority, or assigned staff.
   • Delete Icon:
     • The red "X" icon allows users to delete a task from the list. Deleting a task is irreversible, so this action should be taken with caution.

How to Use:

1. Filtering and Searching Tasks:

   • Use the search bar to quickly find tasks by entering relevant keywords.
   • Filter tasks by type, status, priority, and assigned staff using the dropdown menus. These filters help in managing tasks by category, urgency, and responsibility.

2. Managing Tasks:

   • Review the tasks listed to see their start date, due date, priority, and current status.
   • To update the priority or status of a task, use the dropdown menus directly in the list. This allows for quick adjustments based on the task's progress or changing priorities.
   • If necessary, click the task name to view or edit more detailed information about the task.

3. Editing and Deleting Tasks:

   • Use the pencil icon to edit task details such as the task name, dates, priority, and assigned staff.
   • To remove a task, click the red "X" icon, but be sure to confirm this action as it cannot be undone.

4. Assigning Tasks:

   • Ensure that each task is assigned to the appropriate staff member. If a task is unassigned or needs reassignment, use the "Assigned To" dropdown to select the correct team member.

Tips:

• Prioritize Tasks: Regularly review and update task priorities to ensure that the most critical tasks are completed first.
• Monitor Deadlines: Keep an eye on the start and due dates to ensure that tasks are progressing as scheduled and deadlines are met.
• Use Filters Efficiently: Utilize the filter options to focus on tasks that require immediate attention or are assigned to specific team members.