PLAN - tasks are managed & assigned to sites by Admins

Admin tools to build tasks, schedule around the working day and assign to sites

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12 articles in this collection
Written by Wil Grace, Pete Randall, Jamie and 2 others

Your Tasks and Task Libraries

Overview of the Task Manager

The complete overview of every task across the organisation

Written by Jamie
Updated over a week ago

Copying tasks from a library

Task libraries are public resources to use as a starting point

Written by Tilly James
Updated over a week ago

Using the Covid-19 Template Library

The new library of tasks is designed to help you stay safe and prevent the spread of Coronavirus.

Written by Tilly James
Updated over a week ago

The Task Editor

Overview of the Task Editor

Add content, schedule and assign tasks to sites

Written by Jamie
Updated over a week ago

Task Statuses

An overview of Draft, Published and Archived Tasks 🧹

Written by Afshin Fadavi
Updated over a week ago

Best practices for making record logs

Your questions on building record logs answered

Written by Tilly James
Updated yesterday

Formatting text in the task description

Using markdown for bold, italics, bullets and other formatting

Written by Pete Randall
Updated over a week ago

Creating checklists

Add specific steps or actions to tasks

Written by Wil Grace
Updated over a week ago

Recording data with Record Logs

Collect data and replace logbooks with Record Logs

Written by Jamie
Updated over a week ago

Scheduling tasks

Deliver the right task at the right time with advanced scheduling

Written by Jamie
Updated over a week ago

How to restrict access to a task

Create tasks that only Admins and Managers can see

Written by Pete Randall
Updated over a week ago

Using tags to group similar tasks

Group tasks by function or department so teams can filter their task list

Written by Jamie
Updated over a week ago