This Page shows the viewer in a graph and text the status of tasks assigned to a staff member. If complete or incomplete. The details shown include Staff, Date, Note, Status, Last Updated and Priority of the tasks assigned to the staff. A search bar by date above allows one to narrow down the search to specific periods of time.

Update on Monthly Tasks Feature

A new feature, Monthly Tasks, has been introduced to your profile to help Heads of Departments efficiently manage and track departmental activities across months and years. This enhancement ensures better record-keeping, easy access to past plans, and streamlined task management.

To use this feature:

1. Log in to your profile and navigate to Monthly Tasks.

2. The interface will display Department Monthly Tasks as its title.

3. Use the Search Box (labeled Year and Month) to quickly locate specific tasks. You can also edit or delete existing tasks directly from this interface.

4. To create a new monthly task: Click on Create New Task at the top right corner of the interface. A form will appear prompting you to complete all required fields. Select the Year and Month, then input the department’s monthly plan in the Plan field.

5. Finally, click Create to save the task.

This feature provides a simple, organized, and effective way to manage departmental plans, making it easier to review past activities while ensuring alignment with current goals.

This is a sub- module of the HR. The remarks feature allows you to add and update comments on a given task.

The HR Module now features an enhanced Dashboard designed to provide a clear overview of staff activities and performance across the company. This tool enables management to monitor employee tasks, measure productivity, and track departmental responsibilities with ease.

Key Features and Navigation:

1. Accessing the Dashboard

Navigate to HR → Task Dashboard.

The interface displays a comprehensive list of all support tickets and related dashboards, including:

Number of call memos

Tasks created

Completed tasks

Leads

Customers

2. Filtering by Date

To review both past and present activities, use the Date Range Filter located at the top of the dashboard.

Select the desired period and click Filter to instantly retrieve results.

3. Staff Task Breakdown

Below the dashboard, you will find a detailed breakdown of all staff members, tagged with their assigned responsibilities.

This view allows you to quickly assess the number of tasks created, call memos handled, and other activities completed by each staff member.

4. Visual Insights

At the bottom of the dashboard, two charts provide clear visual reporting:

Bar Chart – Displays an overview of all tasks, categorized as Created, Ongoing, and Completed.

Pie Chart – Compares Leads vs. Customers, offering insights into the relative distribution.

This updated dashboard provides HR and management with powerful, data-driven insights into staff performance and company-wide task management—making monitoring and decision-making more efficient.

The HR Module has been upgraded to provide direct visibility into all departmental monthly tasks. This improvement ensures that HR can seamlessly review, monitor, and track tasks submitted by various departments, either for current or past periods.

How to Use:

1. Navigate to the HR Module.

2. Click on Monthly Tasks.

3. Use the Search Filters to select:

Year

Month

Department (of choice)
After inputting the required fields, click Search to retrieve results.

Important Note:
With this update, all staff-submitted tasks from various departments will automatically appear under HR’s Department Monthly Task view. HR can simply:

Navigate to the HR Module.

Click on Department Monthly Tasks.

Apply the desired filters to search and review submissions.

This feature enhances transparency, improves task tracking across the organization, and provides HR with a unified view of departmental performance.