Tasks and the Task List are available in the Preferred & Ultimate editions of the Envision program. To upgrade, please contact our Sales Team at 800.231.9445 or firstname.lastname@example.org.
Tasks are used to create and assign duties or reminders to your staff, yourself, or all employees.
To open the Task Status List, hover over Employees in the Tool Bar of Envision Cloud, hover over Employee Options, and select Task Status List from the drop-down menu.
Task statuses are used to separate tasks into easy-to-see groups. Tasks are created, edited, and marked complete in the Tasks section.
To add a status to the list, click to add a new status in the options to the left. Enter the name of the status into the blank field and click the "Save" button when finished.