Tasks

Tasks are where you accomplish the things to do in the Life Areas or Goals.  Each task is associated to a Goal the task can have a due date as a Daily Task or without a due date and left as an Unscheduled task.

What is a Daily Task?
Daily Tasks are those tasks that you want to accomplish on a particular day. In PlanPlus Goals, you create a Daily Task by assigning a Start Date and End Date to the task.



What is an Unscheduled?
Unscheduled are tasks that are not assigned to a particular day. In PlanPlus Goals, you create an Unscheduled Task by creating a task without a Start Date. The Unscheduled task will be presented in a green font color.


Managing your task
To effectively manage your tasks you will want to set a priority for each task. In the details of the task select a Priority level from the Priority pop-up list for the desired item.

Assign Status Codes
You can use the familiar FranklinCovey action codes; to mark the status of tasks by simply clicking on the Task Status popup in the Task detail screen.
You can choose from any of the standard FranklinCovey action codes with this option:

Normal – This option leaves the status field blank.
Completed – Choose this option when the task has been completed.
Forward – Choose this option to forward the task to a future date.
Delete – Choose this option to remove the task from the list.
Delegate – Choose this option to indicate that you have delegated the task to someone else.
In Process – Choose this option to indicate that you have begun the task, but have not yet completed it.