Using eziTask

Tasks at a company often need to be completed by a certain time, as they often directly affect the company’s ability to do business. eziTask has several tools available that help users manage when a task happens. You can see below that there is a scheduling bar available for each task.

Scheduling Tasks

By default when a task is created, the task is set to begin “today”. There is no specific time that it will begin, as you can see in the blue “Start” section of the scheduling toolbar. The due date is also set to “today”, but has no specific time that it must be completed by, as long as it’s today. In your user settings, you can choose to get reminders sent to you by email (or push notification if you’ve downloaded the eziTask app) when tasks are about to begin, or when tasks are near to becoming due.

You can change the Start date and time of a task by hovering the mouse pointer over the Start section. A small popup will appear where you can pick a date, and optionally, pick a specific time as well. Make any necessary changes and click the Save button.

Task Start Time

Setting the Due date on a task is the same process, and can be started by hovering the mouse pointer over the Due section. It’s also possible to set a task to have no Due date by selecting “Never” in the “Due On” dropdown menu.

Task Due Date

As you can see, our task currently has a Frequency of “Once only”. This means that the task is scheduled to happen only once. But what if your business has a weekly meeting, or perhaps the items sold in your store need to be re-stocked at the end of every month? For this, eziTask provides the ability for you to set a task to repeat at specific intervals.

Repeating Task

New tasks start with a Repeat selection of None, which means the task will only occur once. You can change this to Daily, Weekly, or Monthly, depending on your needs for the task. You’ll optionally be able to change when the recurring task will begin and when it will end. For example, you can make a task repeat once a week on every Monday and Wednesday, starting today, until the end of the year. Another possible task repeat rule could be on the last day of every month, starting today, never ending.

Once a task has been made to repeat, each occurrence of the task will appear once in your task list. For example, if you’ve made a task repeat Weekly, then it will appear in your task list 4 times (or however many weeks are in the current month). You can then track the progress of each task separately. For example, this week’s inventory re-stocking has been completed, while next week’s inventory re-stocking is not completed yet. Each occurrence of a repeating task could also be edited independently from each other, so if you need Karen to vacuum the floor this week, and Stephen to vacuum the floor next week, then you can assign one occurrence of the task to Karen, and assign the next occurrence of the task to Stephen.