Skip to main content
J. J. Keller Support Center

Tasks

Manage to-dos and other follow-up actions. Create tasks, corrective actions, and preventative actions and assign them to yourself or other users on your account. 

Select Tasks in the left menu.

clipboard_ebd8f7e603ef76dd044a4ce27451b265a.png

 

Adding a New Task

Click Add New to add a new task.

clipboard_efa4226b4703805792e2eb918ae244d4c.png

Enter any required fields denoted by a red asterisk (*) and any of the optional fields. Tasks can be assigned to other Safety Management Suite users at your company by selecting them in the Assigned To drop-down menu. Note: An email notification will be sent to the assignee letting them know they've been assigned a task.

clipboard_e701dc08cf0453a5559402d4d18b2eca4.pngclipboard_e6a962b4f3cc9bc353458218abcbf8b85.png

clipboard_e0e33ae5fdc0ae919a541eceb27c4f72d.png

 

Click Save when all needed required and other desired fields have been completed.

clipboard_e1923e2b5504bea6e11c1a1a717a9a1e6.png

Resolving a Task

Once a task has been completed, it can be Marked as Resolved from the main Tasks page. Click the "three dots" next to the task and select Mark Resolved. (The Closed Date and Status columns will subsequently update.)

clipboard_e20e560a28f15ae0416b0249208c58818.png

clipboard_edec73bfa5abd542a87b584bbd176c107.png

Reporting Center for Tasks

Select Reporting Center from the left-side navigation.

clipboard_ead6ee1153127aa3d2a3b51cc60718380.png

 

Filter the Tasks reports by clicking the Tasks tab.

Reports available for Tasks are:

  • Corrective and Preventative Actions (CAPA) - All Open

Select Generate PDF or Generate CSV to run the report.

clipboard_e76ab72a5eac2b91b435f648220ef8430.png

Importing Tasks

To import tasks, first go to your initials in the top right corner and click the dropdown. Select Import/Export Center.

clipboard_eb9944be7ab79a5be3c69c32e7e9fae11.png

Select Tasks from the Record Type field.

Select Import from the Import or Export field.

Then, follow the directions that display underneath the fields.

clipboard_e442da32c709b4bd5d404007d9fd2fec5.png

Tasks Import Template Instructions

DATA FIELD

REQUIRED?

MAX CHARACTERS

INSTRUCTIONS

Title

Yes

200

Enter a name for the Task.

Type

Yes -

Enter the task type: Task, Corrective Action, or Preventive Action

Due Date

No -

Enter a due date for the task in format: mm/dd/yyy

Start Date

No - Enter a start date for the task in format: mm/dd/yyy

Closed Date

No - Enter a closed date for the task in format: mm/dd/yyy

Description

No

1,000

Enter a description of the task.

Assigned To

No

-

Email address of SMS user associated with your account

Person Responsible

No

100

Enter the name of the person responsible for completing the task.

Priority

No

-

Enter in a priority level: High, Medium, or Low.

Status

Yes -

Enter a task status:

To Do

In Progress

Complete

On Hold

Canceled

or Verified

  • Was this article helpful?