Our Tasks Diary feature is a brilliant way to organise tasks within SchemeServe itself.
Below, you'll be walked through where to find Diary Tasks, how to set a task and assign it with a deadline.
The video also explains how to set a task within a policy, and change your settings so that those who are assigned tasks get daily notifications.
You can also now include assigned tasks in a report so you can see the status, deadline and history of all tasks in SchemeServe.
FAQs:
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How do users get notified about tasks?
Users are notified about tasks daily through an email reminder until that task has been completed. -
Can I assign a task to multiple people?
Tasks can be assigned to “all” or to a specific person. -
Can I have a notification pop up when a task is assigned to me?
You are notified only through email about any outstanding tasks as well as visually being shown how many tasks are outstanding on the diary task icon.

