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Plan and defer Tasks

With the newest version of KaiNexus, you can plan and defer Tasks.

To plan or defer a Task:

  • Open the Task you want to work with.

  • Click the Task’s status icon. For example, on a new Task, click 2017-04-28_1622.png.

  • To plan the Task, click “Plan” in the resulting dropdown menu. You have the option of entering a reason for planning the Task, of entering a start and end date, and of assigning the Task. If you enter those dates, you must also assign the Task. If you assign the Task, you can change the Assigner. Click 2017-04-28_1627.png.

    OR:

    To defer the Task, click “Defer” in the resulting dropdown menu. You have the option of entering a reason for deferring the Task. Click 2017-04-28_1626.png.

 Plan_and_Defer_Tasks.jpg

 

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