Using Tasks (Platinum Users Only)

Using Tasks effectively provides a Platinum SHIELD user with the ability to create tasks for themselves or to assign them to other SHIELD users.  Note: Using Tasks is a function limited to only our Platinum SHIELD users.  Contact us for more information on how to have Tasks as part of your SHIELD subscription.

Using Tasks in SHIELD

Creating a Task

  • Login to your SHIELD account: https://shield.disasterrecovery.com
  • Navigate to the ‘Tasks’ component.
  • Click the green ‘Create New Task’ button.
  • Complete the fields in the Create Task window:
    • Title:  The name of your task as it will appear to you or another user
    • Link to:  Use this to link your task to the SHIELD section, table or document that is relevant to the task. (this is optional)
    • Description:  Type out any additional details or instructions for you or the user you plan to assign the task to. (Description is optional)
    • Assign to: Click the ‘Add Assignee’ button for a list of SHIELD users to whom you may want to assign the task.  (Note that if no user is selected, the task will automatically be assigned to you.)
    • Due Date:  Click the space to bring up a calendar from which you can select an appropriate due date. (Due date is optional)
    • Created by:  This will be automatically populated with your email address.
    • Urgent:  Toggle this to ‘On’ if you want to indicate to you or the task assignee that this task is urgent.  By marking a task urgent, it will appear in the Urgent/Orphaned section in the Task summary screen and will be at the top of the list of outstanding tasks assigned to you or the assignee.
  • Once all Fields are completed, click the green ‘Save’ button.
  • If you have assigned the task to a SHIELD user, you will be presented with the option of notifying the assignee.  You have two options from here:
    • Click ‘No’ if you do not want an email to be sent to the task assignee.
    • Modify the body of the email as you wish and click ‘yes’ to have the customized email sent to the task assignee.

Declining an Assigned Task

  • Login to your SHIELD account: https://shield.disasterrecovery.com
  • Navigate to the ‘Tasks’ component.
  • Under the Incomplete Tasks category see the tasks that have been assigned to you.
  • To see more detail about a task, click the small arrow next to a task and select ‘Edit Task’.
  • If you are not able to complete the task, click ‘Declined’ and enter a note in the section titled ‘New Note’ and then click ‘Save’.
    • You are now able to notify the task owner of your intent to decline the task.  You have two options from here:
      • Click ‘No’ if you do not want an email sent to the task owner.
      • Modify the body of the email as you wish and click ‘yes’ to have the customized email sent to the task owner.

Completing an Assigned Task

  • Login to your SHIELD account: https://shield.disasterrecovery.com
  • Navigate to the ‘Tasks’ component.
  • Under the Incomplete Tasks category see the tasks that have been assigned to you.
  • To see more detail about a task, click the small arrow next to a task and select ‘Edit Task’.
  • If you are not able to complete the task, click ‘Ready for Review’ and enter a note (if you wish) in the section titled ‘New Note’ and then click ‘Save’.
    • You are now able to notify the task owner of the new status of the task.  You have two options from here:
      • Click ‘No’ if you do not want an email sent to the task owner.
      • Modify the body of the email as you wish and click ‘yes’ to have the customized email sent to the task owner.
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