PRAGMEO

Overview

Clients are signed up for services by creating tasks. A task associates a service to a client, and controls the scheduling, who participates etc. To learn more about tasks, check out this link.

Adding Services to Clients and Starting Jobs

In the following steps, we will add a service to a client and start the job.

1. From the navigation, click Clients.
   
   
   
2. Click the client for which you want to add the task.
   
   
   
3. From the left side menu, click Tasks.
   
   
   
   
4. Click New.
   
   
   
   
5. Select an existing procedure from the list. In case you do not have a procedure already, click here to create one.
   
   
   
   
6. Enter the number of days the procedure can run, before it is considered over due, in the Complete Before field.
   
   
7. If a default schedule has been defined in the procedure, the Schedule field is already populated. Otherwise add a new one.
   
   
   

8. Next to Schedule, click
   
   
   
   
9. Either specify a recurring Schedule for the task or specify it to Run once. 
   1. Recurring Schedule
      Change the recurring unit from year to your choice, specify the date and time, and click Save.
      
      
      
      
   2. Run Once
      Change the Financial Year, specify the time using the built-in time picker, and click Save.
      
      
      
      
10. Select the Client to send an email, assign an Accountant, and click Create.
    
    NOTE: You can send e-mail to only those contacts that have an e-mail specified.
    
    
    
11. The task has been created for the client.
    
    

Starting the Job

In the following steps, we will start the job.

1. From the left menu drawer, select Work to display the lists of active, completed and upcoming tasks.
   
   

• Upcoming section enlists the tasks that are scheduled to run in the future
• Active lists the tasks that are currently running
• Completed lists the tasks that has been completed

Working with Tasks

In the following steps, we will perform the activities on the active task.

1. Under the Active section, click the task you want to work on
   
   
   
   
2.  Click to switch between the information to receive and send to the client
   
   
   
3. Mark Done the information you have exchanged
   
   NOTE: You can also click the information to review the contents.