Over time staff can be assigned many tasks and in order to keep their task list relevant it's important that staff complete tasks when they have finished them.
Completing Tasks as you go
In Streamtime, you can complete tasks as you go. If you're putting time against a task and you know you have finished the task then check the Task Complete box once you've added your time and notes and click Add Time.
This will complete the task in your Me tab allowing you to move onto the next task.
Another way to complete a Task is to click the tick next to the task you wish to complete.
Again this will complete the task in your Me tab allowing you to move onto the next task.
When someone completes a task, Streamtime will automatically
- Put a completed date and time next to the task in Jobs > Notes & Tasks allowing all staff to see that the task has been completed and when
- It will grey out the progress bar, again allowing all staff to see that the task has been complete
Completing Tasks by locking a Job
You can also complete tasks on a Job by locking it. In the Jobs tab there is a padlock in the top right hand corner. If you click the padlock it will lock the job.
Note: If you need to unlock the Job again you must have the administrator's password to do this.
If when you lock the Job there are uncompleted tasks still on that Job, Streamtime will offer to complete these tasks for you.
Note: By locking jobs, no more changes can be made to the job, this includes adding time, completing tasks and creating invoices.
All the tasks on that Job will now be complete.
Uncompleting a Task
To retrieve a completed task you can click the undo button.
The task will reappear in your Me tab so you can add more time to it.
Another way to uncomplete a task is to go to Jobs > Notes & Tasks and click the undo button next to the completed Task.
If you are looking to batch complete a set of tasks, take a look at the article below:
Completing Multiple Tasks in Streamtime