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PLAN - tasks are managed & assigned to sites by Admins
PLAN - tasks are managed & assigned to sites by Admins

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

Tilly James avatarAmy Dignon avatarFrancesca Moores avatar
By Tilly and 2 others3 authors14 articles

Your Tasks and Task Libraries


Overview of the Task Manager
Copying tasks from a library
Raise Corrective Actions on tasks that require additional attention

The Task Editor


How do I update lists in a record log?
Building and completing Audits
Overview of the Task Editor
Task Statuses
Best practices for making Record Logs
Formatting text in the task description
Creating checklists
Scheduling tasks
How to restrict access to a task
Using tags to group similar tasks
Using conditional logic jumps in tasks
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