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PLAN - tasks are managed & assigned to sites by Admins
Admin tools to build tasks, schedule around the working day and assign to sites
Assigning tasks to Users or Roles
Standardise Record Keeping
Keep engagement with task updates
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
Custom Roles - Create, edit and assign tasks to your sites
Allowing staff to flag tasks
Introduce annual tasks
Streamline Record Logs with Logic Jumps
Ensure the right tasks are handled by the right team members
Mitigate early task completion
Assigning priority to tasks
Using mandatory fields in Record Logs
Introduce forced photo/file comments
Apply Corrective Actions
Apply Record Log exceptions
Require users to sign off on a task