Managing tasks

Need some help managing your tasks within Onwardly? This support article will show you how to create, edit and delete tasks for your Onwardly program.

In this article:

• Creating a task 
• Editing a task 
• Deleting a task

Creating a task

Standard tasks

1. Login to Onwardly.
2. On the Dashboard page, click on the Tasks tab located at the left of the page under the Tasks section. This will take you to the Tasks page. 
   
   
   
   
3. On the Tasks page, click on New task located at the top right of the page. This will take you to the Create a new task page.
   
   
   
   
4. Enter the details of the new task into the provided boxes and select the program the task is for. These include:
   1. Name
   2. Notes
   3. Due date
   4. Assigned to
   5. Program selection 
5. Once the task details have been entered click Create to create a new task for your Onwardly program. You can view your newly created task on the Tasks page.
   
   

Repeating tasks

1. Login to Onwardly.
2. On the Dashboard page, click on the Repeating tab located at the left of the page under the Tasks section. This will take you to the Repeating tasks page.
   
   
    
3. On the Repeating tasks page, click on New repeating task located at the top right of the page. This will take you to the Create a new repeating task page.
   
   
   
   
4. Enter the details of the repeating task into the provided boxes and select the program the repeating task is for. These details will be used to create a standard task whenever this repeating task is set to start. These include:
   1. Name
   2. Schedule
   3. Start this task from
   4. Notes
   5. Assigned to
   6. Program selection 
5. Once the task details have been entered click Create to create a new repeating task for your Onwardly program. You can view your newly created task on the Repeating tasks page.
   
   
   
   

Editing a task

Standard tasks

1. Login to Onwardly.
2. On the Dashboard page, click on the Tasks tab located at the left of the page under the Tasks section. This will take you to the Tasks page.
   
   
   
   
3. On the Tasks page, click on the name of the task you wish to edit. This will take you to the task's page.
   
   
   
   
4. Viewing your task, click on Edit this task located at the right of the page. This will take you to the edit task page.
   
   
   
   
5. Enter the details of the task you wish to edit into the provided boxes. These include:
   1. Name
   2. Notes
   3. Assigned to 
   4. Status
   5. What is the reason for not completing? (If applicable)
   6.  Due date
   7. Program selection 
6. Once the task details have been edited, click on Save to update your changes to for the task.
   
   
   
   
7. If you have a file relating to the task, click Attach a file and drop or choose files you want to upload to the task. 
   
   
   
   

Repeating tasks

1. Login to Onwardly.
2. On the Dashboard page, click on the Repeating tab located at the left of the page under the Tasks section. This will take you to the Repeating tasks page.
   
   
   
   
3. On the Repeating tasks page, click on Edit located at the right of the page for the repeating task you wish to edit. This will take you to the edit repeating task page.
   
   
   
   
4. Enter the details of the repeating task you wish to edit into the provided boxes. These include:
   1. Name
   2. Schedule
   3. Next due
   4. Notes
   5. Assigned to
   6. Program selection
5. Once the repeating task details have been edited, click on Save to update your changes to the repeating task.
   
   
   
   

Deleting a task

Repeating tasks

1. Login to Onwardly.
2. On the Dashboard page, click on the Repeating tab located at the left of the page under the Tasks section. This will take you to the Repeating tasks page.
   
   
   
   
3. On the Repeating tasks page, click on Delete located at the right of the page for the repeating task you wish to delete.
   
   
   
   
4. Click on Delete to remove the repeating task from your Onwardly program.