Anevex ERP
Basics

My Tasks

Your own work to-do list: what you need to do today and in the coming days, with a time and duration. Today’s tasks show on the home page so you start your day with them.

Overview

Where to find itHomeToday’s TasksView All Tasks
Today’s Tasks on the home page: three upcoming tasks, one done, and today’s progress
Today’s Tasks on the home page: three upcoming tasks, one done, and today’s progress
  • The home page Today’s Tasks card lists each task with its time and type. Tick the circle to mark it Completed, or use the eye icon to view it.
  • At the bottom, Today’s progress (how many of today’s tasks are done), and View All Tasks opens My Tasks.
My Tasks: six tasks with their types and statuses
My Tasks: six tasks with their types and statuses

Steps

  1. Click New on My Tasks, or + Add Task on the home page.
  2. Enter the Name and choose the Type: personal task, accounting, sales, purchases or inventory.
  3. Set Scheduled At and Duration (minutes), and a Description if you like.
  4. Leave Status as "Pending" and click Submit. When done, change it to Completed.
The Add Task window
The Add Task window

Notes

  • Tasks are personal: each user sees only their own, and they cannot be assigned to someone else.

On this page

OverviewStepsNotes