Importing a Task List to the Job

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Each job should have a checklist / task list imported in the beginning of administration so no statutory tasks are omitted.  Separate task templates are available for each job type and for a particular segment of the life of the job.

Importing a task template

1.    Click Add or Import Data > Import Tasks.

You may receive a notification that the view of your tasks will change to Checklist view:


Click [OK] to move to the Import Tasks screen.


2.    Select the relevant checklist from the Template drop down.


In this case, we will select the post appointment template but, obviously, the position you are at in the administration of the job will determine what template you should add.


Only documents which are relevant to that job type should be shown.  The system administrator can select whether a particular template is shown or hidden for any particular job type.

3.    Assign all tasks to the Job Manager on the Job by right clicking on the selected tasks.



Tip: You can select multiple tasks by CTRL-clicking individual tasks, or shift-clicking a number of adjacent tasks.

4.    The Date Planner view may be useful in showing what dates a task may fall on, together with non-business days:


Here you can see 4 June is a non-business day (Spring Bank Holiday in 2012).  Tasks falling on a business day are shown highlighted in green, for instance there are tasks due on 15 August.  Clicking on the date will show the tasks due on that date which can then be moved:


Tasks falling on a non-business day will be shown in highlighted in red

5.    Click the [Import] button to import those tasks to the job.  If there are any unassigned tasks, you will receive the following error message:


It is recommended that you click [Cancel] and correctly allocate the remaining tasks before continuing.  Failing to do so may mean those tasks will not be completed.

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