1.3.1 Tasks Manager

In ForestHQ the user can plan activities, tasks and track licenses and grants associated with each forest or forest activity.

To learn more about how to plan your activities, watch this video

2.3 Create Tasks and Licenses.mp4

steps to create tasks

Tasks associated with a Forest property of an activity can be created and manage in ForestHQ.

In ForestHQ “Tasks” are defined as simple assignments that are linked to a Forest or Activity.

To create a new task click on the task section and click on "New Task".

Fill out the required fields:

Name (required): Task name or identifier
Status: Task Status
Person: The assigned person
Start date: Planned start date of the Task
End date: Planned end date of the Task
Forest or Activity: Tasks can be assigned to a forest site or an activity. By default, the task will belong to the activity where is being created.
Send email reminder: The system can send an email reminder if the "send notice field" is set and this option is ticked.
Send SMS reminder: The system can send an SMS remainder if the "send notice field" is set and the phone number of the user is set in the system.
Send notice: Days to be sending the remainders before the end date
Notes: Notes can be added to provide additional information.

Created task can be shown in the panel in the left. Tasks can be updated using the "Edit Option"

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