Tasks and workflow | EazyJewel

Tasks

Menu: Administration → Tasks & Workflow → Tasks

Tasks

The list shows Task, Task No, Team, Workflow, Status, Priority, Due, Assignee and Hours (Logged/Est). Search by title, task number or project, or use Filters.

New task

Menu: Administration → Tasks & Workflow → New Task (or Add Task on the Tasks list)

New Task

Field	What to enter
Task Title *	For example “Send 5 chains for hallmarking”
Status / Priority	To do / Medium by default
Due Date / Project / Area	When and where
Team / Assignee	Who does it
Estimated Hours
Recurrence	One-off, or repeat every period
Workflow Item	Link the task to a workflow item. The item closes only when all its tasks are done

Click Save.

Teams

Menu: Administration → Tasks & Workflow → Teams

New Team

Click to add a team. Enter Team Name *, Type (for example Counter / Sales) and Description, then click Create.

Workflow board

Menu: Administration → Tasks & Workflow → Workflow Board

Workflow board

The board shows items in stages: Draft, In Review, Awaiting Approval, In Execution and Closed. Click Add item to add one.

Add workflow item

Enter Reference, Title, Stage (Draft), Owner and Due in (days), then click Add to board. Add task adds a task, and All tasks opens the task list.