Go to Trail
All Collections
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
+1
12 articles in this collection
Written by
Wil Grace,
Tilly James,
Gemma Holmes
and 1 other
Your Tasks and Task Libraries
Overview of the Task Manager
The complete overview of every task across the organisation
Written by
Gemma Holmes
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
Sonia Jakku
Updated over a week ago
Overview of the Task Editor
Add content, schedule and assign tasks to sites
Written by
Gemma Holmes
Updated over a week ago
Task Statuses
An overview of Draft, Published and Archived Tasks 🧹
Written by
Sonia Jakku
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
Gemma Holmes
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
Gemma Holmes
Updated over a week ago