Using Tasks

1. Login to your Shield account: https://shieldbcp.com

2. Navigate to the ‘Tasks’ component.

   

3. Click the green ‘Create New Task’ button.

   

4. Complete the fields in the Create Task window:
   1. Title:  The name of your task as it will appear to you or another user.
   2. Link to:  Use this to link your task to the Shield section, table or document that is relevant to the task. (this is optional)
   3. Description:  Type out any additional details or instructions for you or the user you plan to assign the task to. (Description is optional)
   4. 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.)
   5. Due Date:  Click the space to bring up a calendar from which you can select an appropriate due date. (Due date is optional)
   6. Created by:  This will be automatically populated with your email address.

   7. 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.

      

5. Once all Fields are completed, click the green ‘Save’ button.
6. 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:
   1. Click ‘No’ if you do not want an email to be sent to the task assignee.
   2. Modify the body of the email as you wish and click ‘yes’ to have the customized email sent to the task assignee.

1. Login to your Shield account: https://shieldbcp.com
2. Navigate to the ‘Tasks’ component.

3. Under the Incomplete Tasks category see the tasks that have been assigned to you.

   

4. To access or edit a task, click the chevron next to a task and select ‘Edit Task’.

   

5. 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’.

   

6. You are now able to notify the task owner of your intent to decline the task.  You have two options from here:
   1. Click ‘No’ if you do not want an email sent to the task owner.
   2. Modify the body of the email as you wish and click ‘yes’ to have the customized email sent to the task owner.

1. Login to your Shield account: https://shieldbcp.com
2. Navigate to the ‘Tasks’ component.
3. Under the Incomplete Tasks category see the tasks that have been assigned to you.
4. To access or edit a task, click the small arrow next to a task and select ‘Edit Task’.

5. 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’.

   

6. You are now able to notify the task owner of the new status of the task.  You have two options from here:
   1. Click ‘No’ if you do not want an email sent to the task owner.
   2. Modify the body of the email as you wish and click ‘yes’ to have the customized email sent to the task owner.