![]() ![]() ![]() ![]() The general process for using this template is as follows: (The ‘Check Past Due After Edit’ trigger should already be enabled, if it is not, pleas enable this one also.) Enable the ‘Check Task for Past Due & Mark’ trigger. To enable automatic escalation, go to Application Settings > Edit App in the left side navigation to open the app in edit mode, then select ‘ Triggers‘ on the left side navigator.If you would like all tasks with a due date in the past and not yet marked as ‘Completed’ to be automatically set a ‘Over Due’, you need to enable this feature: Automatic marking of tasks as overdue has been built into this app, but not enabled.For more information on how to do this, see our Roles & Users support documentation. Then select each of the applications roles (discussed in App Details), and use the right side panel, that appears when you select a role, to set who should be in the role. Go to Lookup Application Setting > Edit App in the left side navigation, and once the app design screen appears, select Security > Roles and Users in the left side design navigation. Roles – You will need to assign the appropriate people to the security roles within the application.You can add a new blank record using the + Add New Record button on the bottom of the ‘All Departments’ view, and the values can edited directly in the view by clicking in the field/row you’d like to edit. There are quite a few departments already in there, but go ahead and customize this list by deleting, editing, and/or adding new departments. To supply this list of departments, you need to go the ‘All Departments‘ view on the left-side navigation. Departments – The Task form asks for the department the task is assigned to.Please follow these steps to get the Event Planning app ready for use in your organization: Reader: Users in this role can only read Events and Tasks.Editor: Users in this role can create, edit, and delete Events and Tasks.There is also an additional form for managing the Department lookup values that display on the task form’s department drop-down list. Tasks Form: This form is for creating tasks for events and assigning tasks to users.Event Form: This form is for creating events and keeping track of their details/tasks.Track and assign tasks for individual events.Create and manage events through completion. ![]()
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