Tasks

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

If there are users with a role in your domain or if you have created employees, you can use different types of tasks for each document in Yuki. A task is an action, question or command for a user within Yuki. Tasks allow you to set up small workflow processes (easy workflow system) within your company. Create tasks for employees, for example creating an order. 

The use of tasks is integrated into the Calendar.

In Yuki you can view an overview of all tasks that must be performed by you.

TIP!

If you want to use tasks to set up a invoice / document approval workflow and release payment, you must activate Yuki Workflow and the Yuki Payment service (Payment list) via the Yuki Store.

Hover your mouse over the Calendar icon in the navigation bar and then click on Tasks.

The following screen is opened:

In this screen you can use the following buttons:

1. Create a new task
2. List view
3. Group the tasks by task type
4. Group the tasks by the person responsible for the task
5. Tag cloud
6. Tasks presented as a kind of printer label
7. Show some additional filters:
   
   
   
8. Make a choice here on which you want to filter the tasks: Description, Comments or Tags.
9. Then enter the actual selection criterion.
   By clicking on the Search button, the filter is applied to the list.
10. Adjust the columns shown in this overview.
11. Download the overview shown as a CSV file.