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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10 articles in this collection
Written by Wil Grace, Pete Randall, Jamie and 1 other

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

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