Important information 
To register tasks, you need to have the user type Administrator. Do you not have the right rights? Please contact your organisation's System Administrator.


By registering tasks in Leviy, you have insight into the work that has been completed. To learn how to register a task, you need to know that tasks can be used in three different ways in Leviy.


  • Task registration is the ad hoc registration of tasks
  • Periodic Tasks are presented in the App to show how many days it will take for the tasks to be performed again
  • Recurring Tasks are scheduled on a date


Choose which one applies below:


Tip
Want to learn more about configuring tasks? Read the article: How do I configure Tasks?



Task registration

Task registration is the ad hoc registration of tasks. A user can always register a task. The benefit of this way of working is that it does not require any maintenance to the planning in Leviy.


Follow the steps below to register a task:

1. Navigate from the home screen to the desired Unit

2. Click on the Add Task

3. Click on the selection field under Task to view the tasks

4. Click on the Task you want to register and write a comment if necessary

5. Click on Saveto register the task. The days until the next turn will be modified



Periodic Tasks

With periodical tasks you can give the tasks a frequency in Leviy. In the App you can see how many days it will take before the task has to be performed again. The number of days is updated as soon as you add a new registration.


To view the periodic task and register the task, follow the steps below:

1. Navigate from the home screen to the required Unit

On the unit page the number of days until the next round is shown.

2. Click on the Add task

3. Click the selection field under Task to view the tasks

4. Click on the Task you want to register and write a comment if necessary.

5. Click Save to register the task. The days until the next round is updated again



Recurring Tasks

With recurring tasks, tasks can be scheduled on a date. These tasks are shown on the unit page and under Tasks. Read about both options below.


Take note
- The unit page shows open tasks up to fourteen days back. 
- Recurring tasks are shown up to seven days back and seven days ahead under Tasks.


To view the recurring tasks from the unit page, follow the steps below:

1. Navigate from the home screen to the required Unit

2. On the unit screen the open tasks are shown.

3. Register the task by following one of the next steps:

a. Option 1:

- Click on the Task

- Please fill in a comment if necessary

- Click on Finish

b. Option 2

- Swipe the Calendar from left to right until the Checkmark is shown

4. Click Synchronise to save the changes


To view the total amount of the recurring tasks follow the steps below:

1. Click on Tasks on the home screen 

2. In this overview the open tasks are shown.

3. Register the task by following one of the next steps:

a. Option 1:

- Click on the Task

- Please fill in a comment if necessary    

- Click on Finish

b. Option 2

- Swipe over the Calendar from left to right until the Checkmarkis shown

4. Click Synchronise to save the change