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The RWorks 'How To?' Series- How to Allocate a Task to Yourself, or to Others using RWorks
Written by RWorks
Thursday, 03 March 2011 13:13

The RWorks Task Allocation System

You can create your online 'to-do' list within RWorks- either just for yourself, or to manage a team, eg an in-house team, or a dispersed team. One of the joys of RWorks is that location is irrelevant. Once the team members all have Internet access, tasks can be allocated online, and RWorks will automatically track progress on those tasks. All you need to do is a) list the task, and b) allocate it to somebody. So to help you get this started, below is listed a step-by-step guide as to how to do both of those things.


To add a Task to the system:
• Login to Website (www.rworks.com and click login)
• Click on Tasks
• Click on New
• Fill out the task information box.
NB: The Task Name, Description and Autotracking Hint are very important when it comes to RWorks automatically matching what you are working on with your list of tasks.
Include the applications you will use, eg 'Customer Support document using Microsoft Word' would be a great description.

To assign that Task to a person:


• Put the task in as outlined above
• Click on the 'Assign' button
• Fill out the task allocation box, selecting a Project and a Person to assign the task to.

This task will now appear on the 'Assigned Tasks' on the Desktop Application. The website updates the Desktop every 15 minutes, so if the task does not appear on the 'Assigned Tasks' list on the Desktop Application straight away, simply click on 'Tasks' on the Desktop Application, and then 'Update'.

Please do not hesitate to contact us by emailing support@rworks.com if you need any help with using the RWorks system.

This article was written by Valerie Redmond, co-founder of RWorks

 

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