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How Do I Access, Create, and Manage Tasks?

The Tasks Dashboard in Albiware allows you to create, assign, and manage tasks for your staff. You can link each task to a specific project, set a due date, update its status, and add notes for additional details. Tasks help keep your team organized and ensure all responsibilities are tracked and completed on time. From this dashboard, you can view all active and completed tasks, edit them as needed, and monitor progress — all in one centralized place.

How to Access the Tasks Dashboard

To access your Tasks Dashboard:

  1. Go to the Staff tab from the main menu.

  2. Click on the Tasks option.

This will open the Tasks Dashboard, where you can view all tasks, filter by staff or project, and manage their progress.


How to Create a New Task

  1. On the Tasks Dashboard, click the Create New button in the top-right corner.

    2.   A form will open where you can fill out task details.



   3.   Complete all required (bolded) fields, such as:

    • Task Action

    • Assigned Staff

    • Due Date

  4.  Once all details are entered, click Save to create the task.

Your new task will now appear in the Tasks Dashboard and can be tracked or edited as needed.

📝 Note:

Once a task is created and assigned to a staff member, Albi will automatically send them a notification letting them know a new task has been assigned. This ensures the assignee is immediately aware of their responsibility and can take action promptly.


Edit, Delete, and Mark Tasks Complete

On the far right side of the Tasks Dashboard, you’ll see three options next to each task:

  • Edit – Opens the task form, allowing you to update fields such as status, due date, or notes. After editing, click Save to update the task.



  • Mark Complete – Marks the task as finished. When clicked, a confirmation message will appear (“Are you sure you want to complete this task?”). Confirm to mark it as complete.



  • Delete – Permanently removes the task from your dashboard.