Inactivate checkpoints/tasks

For every task, you can add Checkpoints. Once they are done, you can then mark the checkpoints as completed in the checklists. It is also possible to inactivate a task checkpoint for one or several periods. You can do this using the Checklists or the customer’s Task tab. You can also inactivate the whole task for a customer.

  1. Select Checklists.

A list of the bureau’s checklists is displayed. A checklist is created for all tasks with checkpoints.

  1. Click on the checklist with the task you want to inactivate checkpoints for. Note that you cannot inactivate checkpoints in the All tasks checklist.
  2. Click on the customer that you wish to inactivate checkpoints for and click on the cogwheel on the far right hand side to enter your settings.

  3. Unmark the checkbox on the checkpoint you wish to inactivate.

One, twelve or 52 checkpoint periods are shown in the list, depending on the task period you have selected (year, month or week). Select the alternative relevant to you:

  1. Deselect the checkbox to inactivate.
  2. Select Save.
  1. Select the First active month for the interval and enter Frequency.

  2. By selecting Date for Due date, you set a due date for each active period and make sure that the Due date always occurs on a the same date of the month.

  3. Click on Update to refresh the list.
  4. Click Save.

If you do not want to have all 52 weeks activated, you can set an interval for the active periods of the checkpoint.

  1. Select the First active week for the interval.
  2. At Frequency, select how often the checkpoint should be active.
  3. By selecting Day for Due date, you set a due date for each active period and make sure that the Due date always occurs on a the same day of the week.
  4. Click on Update to refresh the list.
  5. Click on Save when you are finished setting up active periods and due dates.
  1. Select the customer under Customers.
  2. Click on the Tasks tab.
  3. Click on the Settings button for the task which you want to inactivate checkpoints for.
  4. Click on the checkpoint you wish to inactivate.

One, twelve or 52 checkpoint periods are shown in the list, depending on the task period you have selected (year, month or week). Select the alternative relevant to you:

  1. Deselect the checkbox to inactivate.
  2. Click Save.
  1. Deselect the checkboxes for the months you wish to inactivate.
  2. Click Save.

If you do not want to have all 52 weeks activated, you can set an interval for the active periods of the checkpoint.

  1. Select the First active week for the interval.
  2. At Active, select how often the due date should recur.
  3. By selecting Day for Due date, you set a due date for each active period and make sure that the Due date always occurs on a the same day of the week.
  4. Click on Update to refresh the list.
  5. Click on Save when you are finished setting up active periods and due dates.

You can inactivate a whole task for a customer. This means that the customer is removed from the task checklist and it will no longer be possible to do time registrations for this task for this customer.

  1. Select the customer under Customers.
  2. Click on the Tasks tab.
  3. Deselect the Active button for the task which you want to inactivate.
  4. Click on Save to inactivate the task.

If you want to activate the task again, mark the Show inactive checkbox. The task is displayed in the list and you can activate it again.

Related topics

Reuse due dates and inactive periods on checkpoints
Mark your tasks/checkpoints as completed
Set due date for checkpoints

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