Tasks

Tasks in MOAS are designed to help you keep on top of small client group jobs. On this page you will find all the detailed information on viewing, editing and deleting individual tasks.

What is a task?

Tasks are designed to help you keep track of smaller client group jobs. They consist of a number of fields (see below) and a description where you can add lists and checkboxes.

Editing a task

Title & Due date

Title and date are both input fields where you can type. To edit these, select the input and type in your new value.

By default, task title is set to "New task" and due date is set to one week after the day you create the task.

Priority, Assigned to and Recurring

Priority, Assigned to and Recurring are buttons which provide you set options you can click to update the value.

For more information on Recurring, see Recurring

Teams and Tags

Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See Teams & Tags for more information.

Status

Status can be changed by clicking on the status. This will cycle through the following options: "Not started", "In progress", "Complete".

If a task is overdue, the status cannot be changed.

See Status for more information.

Description

Task description can be edited by typing into the description box. Description can have any number of free text, checkboxes, numbered lists and unordered lists. Additionally, text can be made bold, italic and underlined.

Task options

Selecting the option menu in the top right corner of the task will give you two options: "Close task" or "Delete task".

Closing a task will set the task status as closed and remove the task from view. See Status for more information.

Deleting a task will permanently delete the task from MOAS.

Recurring

Tasks can be set to recurring. This means that once the task has been marked as complete, it will be marked as "Not started" just before the recurring date i.e a task set to recur every year - once marked as complete will then be marked as "Not started" one year after the completion date.

Recurring options are: Daily, Weekly, Fortnightly, Monthly, Quarterly, Annually or none.

Notes

To add notes to a task, navigate to the notes tab, type your note then select the "Add note" button. When notes are added MOAS saves a timestamp and the user who added the note, this appears at the top of the note.

Notes can be deleted by selecting the delete button found in the top right corner of the note.

Last updated

When any field is updated in the task, the time and user is saved alongside the updated value. This can be found next to "Last updated" in task details.

Last updated