Tasks in Tagmin

TagMin tasks are a great way to maintain continuity and to stop anything from falling through the cracks. As mentioned in the AOD Routine document, they should be one of the first things you look at on your office day. 

What to do #

  • Check Tasks in Tagmin. Tasks are there to help us prioritise and plan out our day and to maintain continuity for AODs. 
  • Complete the tasks and either Mark as Complete (the Sand timer Icon) or Roll over (don’t Delete as then we don’t have a record of them)
  • Create tasks when something needs a specific follow up on a specific day. Eg; We were promised a response to this question by today, please read notes and nudge for a response. 
  • Create rolling tasks for ongoing reminders. Eg; Sending out the meeting Preview on the Friday before a meeting. 
  • Create rolling tasks to maintain regular contact with CDs/Theatre Companies etc. 

How to… #

How to check tasks #

  1. Log in to Tagmin
  2. Click on the Tasks button from Tagmins’ dashboard
  3. All the tasks for the day will be displayed in date order
  4. You can also select See Future Tasks to see tasks for future agents

How to mark tasks are complete #

  1. Go to the task button on Tagmins’ Dashboard
  2. Select the hour glass icon to mark complete (Not the Trash icon)

How to roll over tasks #

  1. Go to the task button on Tagmins’ Dashboard
  2. Click on the text of the task
    • The task should now expand to show other details
  3. Revise the date of the task and click on the text again
    • The date will flash red then green when done
  4. Click on the text again and the task will disappear and reappear on the selected date

How to set a new task #

  1. Click the tasks button on Tagmins’ dashboard
  2. Select Add New at the top of the tasks list
  1. Fill in the details, initial it and set a date
  2. Click on the task list to save the changes