Tasks Pool are the categories which can be created to assign tasks to a group or team of people or these pools can be used as the Assignee of the tasks.
The pools created can be used in the following fields:
In Workflows, Pools created are used as “Assignees” and in Tasks Pools created are used in the “Assign To” field.
To create a Task Pool follow these steps:
Step 1. Log in to your AdviserLogic account and go to Tools.
Step 2. Go to Practice Management in Administrative Tools. Your practice champion will have this access.
Step 3. Go to Categories.
Step 4. Select "Pools" from the list. A new window will open on the right side to add new a new Pool.
- Click on Add.
- Enter the name of the Task Pool and save.
If you select “Hide” while creating the pool this pool will not be visible in the Customised Home Page list, Workflow, and tasks. In other words, you won’t be able to see this pool anywhere or use it, so do not tick this field when creating your new Task Pool.
Also, you can edit/update and delete any pool already created.
To delete, select the pool from the list and click on delete.
To update select the pool and update the name and Save.
Now the pools created in the categories can be used while creating Workflows and Tasks.
For example: In Tasks
Go to Tasks and click on “Add” to add a new Task.
Input all the relevant fields and select the new pool created from the “Assign To” drop-down list. Click on Save.
You will see a new Task which is created and Assigned to the new pool which was created in the Tools section.
Now the new task assigned to New Pool can be seen in a widget on the Adviser Homepage (just make sure that the widget has been added) also for quick reference and visibility. This is automatically done for the creator of the Task Pool, but other users will need to add it manually.
To do so, go to Adviser Home and select Customise Adviser Home.
A new window will open from where you can select the items you would like to see in the widgets of your Home page. Select the New Pool created (e.g. Pool3) and Save
You can also add/edit the pools from this window as well.
To add a new Pool created from tools, click on “Add”
You will see a new window; Select an Item “Tasks Pools” from the list.
Select the new pool (e.g. Pool 3) created from tools in the “Task Pools” category and Save
You will see Pool 3 in the widgets list in Customise Adviser Home.
Select the widget and Save, and the widget will appear on Adviser Homepage.