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, Jamie, Tilly James 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

The Task Editor

How do I update lists in a record log?

Where to update repeating values, like fridge names

Written by Tilly James
Updated over a week ago

Building and completing Audits

An overview of how to build and complete scored audits - a powerful way to identify issues and to see how your Sites are doing

Written by Afshin Fadavi
Updated over a week ago

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 over a week ago

Formatting text in the task description

Using markdown for bold, italics, bullets and other formatting

Written by Wil Grace
Updated over a week ago

Creating checklists

Add specific steps or actions to tasks

Written by Wil Grace
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 Wil Grace
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