SQLWorks’ task list can prioritise your tasks in order of important with a simple colour-coding system: here’s how to use this.
When creating or editing a task, you can choose a priority level from the ‘Priority’ dropdown menu, which by default contains 3 levels. After saving the task with a task prioritisation:
All ‘Normal’ Tasks go in the main (grey) default task window. You can use the main task list as a to-do list for today’s tasks, filtering the list, sending reminders and closing jobs as they are completed. Your SQLWorks admin can also be given control over closing tasks, and recording the time taken to finish each job.
All ‘Low’ priority Tasks go to the green task panel on the left hand side – you can use this to hold tasks that are not important, or have no imminent deadlines.
All ‘High’ priority tasks go to the red task panel on the left hand side – you should reserve this list for only the most urgent tasks. When a new task enters this list, SQLWorks will also email the person who this task is assigned to, letting them know they have a very urgent task to complete.
The yellow task panel is an especially useful area, reserved for ‘Future‘ tasks that are dated ahead of time. You can do this by post-dating the ‘Open Date’ on a task before saving it. Your future tasks will remain in the yellow list until the ‘Open Date’ (and time) passes – at which point your task will be moved by SQLWorks to your main grey list to be worked on.
This is a handy tool for keeping tomorrow’s work clear from today’s to-do list, and populating tomorrow’s to-do list automatically when tomorrow arrives.
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