📝 Tasks Page

“Assign, track, and complete work across your team — from stock checks to follow-ups.”

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🎯 Purpose of This Page

The Tasks Page is your internal productivity tool. It’s designed to help you:

• Assign work to yourself or other team members
• Monitor task status across different users and departments
• Track progress on routine operations, follow-ups, or custom activities
• Store task descriptions, target dates, and comments
• Maintain accountability within the app — no need for third-party task trackers

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🛠️ Key Features of the Tasks Page

Feature	What It Does
➕ Add New Task	Create a new task with a title, description, and assignee
👤 Assign to User	Choose who is responsible for completing the task
📅 Set Due Date	Choose a target completion date (optional)
🔁 Track Status	Mark tasks as Pending, Completed, or Cancelled
💬 Add Notes	Include detailed instructions, internal comments, or updates
🔍 Search & Filter	Filter tasks by user, due date, or status
🖨️ Print/Export	Export tasks for review meetings or print weekly reports

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🔖 Task Statuses Explained

Status	Meaning
Pending	Task has been assigned but not yet marked complete
Completed	Task was finished and submitted
Cancelled	Task was intentionally terminated or marked unnecessary

🧠 The system shows visual indicators and lets you filter by these statuses.

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🧰 Example Workflow: Assigning a Stock Check

1. Go to the Tasks Page
2. Click Add New Task
3. Enter:
• Title: “Check expiry dates on all insulin stock”
• Assignee: “Pharmacy Officer”
• Due Date: End of the week
• Notes: “Report any expiring stock to inventory manager”
4. Save

✅ Now the task appears on both the Tasks Page and in the assignee’s user dashboard.

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👤 Assigning Tasks to Specific Users

Tasks can be assigned to:

• Specific users (e.g., “John Doe”)
• Roles (e.g., “All Pharmacists” or “All Lab Staff”) if supported
• Yourself (to track personal to-dos)

✅ Assigned users are responsible for updating task status once completed.

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🗂️ Task Management in Practice

Use Case	Task Example
Inventory	“Audit all surgical glove stock in Store B”
Maintenance	“Fix broken weighing scale in Ward 2”
Billing Follow-Up	“Call customer Mary K. for unpaid balance”
Quality Control	“Review batch numbers for paracetamol due to recall notice”
Admin	“Print and file last week’s purchase receipts”

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💬 Notes and Comments

Each task has a notes section, where you can:

• Add follow-up details
• Document partial progress
• Communicate with the assignee

This keeps all information in one place and avoids confusion over messaging apps or email.

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📤 Exporting and Printing

• You can export task lists as CSV for meetings or compliance tracking
• You can also print daily or weekly task sheets for departments

🧠 This is especially helpful in facilities with limited computer access or when doing shift handovers.

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🧠 Best Practices

• Assign a clear title and due date for every task
• Use the notes field to explain the why, not just the what
• Mark completed tasks promptly to keep dashboards clean
• Review pending tasks during weekly team reviews

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