How can I register tasks in Leviy?

Important information 
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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
• Scheduled Tasks are scheduled on a date

Choose which one applies below:

• Task registration
• Periodic Tasks
• Scheduled Tasks

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 Register Task

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

4. Click on Register Task to register the task. 

Tip
If you register a periodic task ad hoc, the number of days until the next time is updated.

Periodic Tasks

With periodic 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.

The tasks are then displayed in the following categories based on the timeline:

• Priority, containing:
  • Never done before
  • Past perfect execution moment >100% 
  • Upcoming 67-100%
• Due in a while 34-66%
• Recently done 0-33%
  
  

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

1. Navigate from the home screen to the required Unit

If only one periodic task is configured, it will be shown on the unit page.

If several tasks periodic tasks are configured, you can navigate to the overview from the unit page.

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

3. Click Register task to register the task. The days remaining for the next registration will be updated.

Scheduled Tasks

With scheduled 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. 
- Scheduled tasks are shown up to seven days back and seven days ahead under Tasks.

To view the scheduled 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. Click on the Task

b. Please fill in a comment if necessary

c. Click on Register task

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.
Use the filter to navigate to specific date or to filter on Assigned to me.

3. Register the task by following next steps:

a. Click on the Task

b. Please fill in a remark if necessary    

c. Click on Register task

4. Click Synchronise to save the change