Create tasks and distribute them within the team

In short

In the menu Tasks You see all tasks in three columns: «To be completed,» «In progress,» and «Completed.» You create new tasks using «Create Task,» with a title, due date, priority, and responsible employees.

Here’s how it works

  1. Create a taskMenu Tasks, In the desired column, click on «Create task».
  2. Gathering informationTitle and description, start date and due date, priority and duration. With the location you choose the location on the map. Optionally, you can link an order and a machine.
  3. Reset repetitionFor work that occurs regularly: None, Daily, Weekly, Monthly or Annually.
  4. Assigning employeesUnder «Responsible employees,» you select individual people. If you select a team, all the team members are added.
  5. Open and close the taskClicking on the card opens the task with the assigned employee, creator, employees, machines, and description. Here you can upload documents and write comments. With «Task Completed,» you can close it. You can edit or delete the task using the three dots in the top right corner.
Tip: Using the filters at the top (Task, Department, Employee, Priority, Date, Search) and «Save filter» you can restore your view with one click. «My Week,» «Weekly Planning» and «Monthly Planning» show the same tasks in their respective views, while the CSV export provides the list for Excel.

Common problems

Check the filters above (order, employee, date) and turn on «Show completed tasks» if it is already completed.

When creating under «Team», select the team. All team members will be automatically added.

When creating or editing, set the repetition to «Weekly».

Open the task and drag the file into the «Documents» section or click «Select». You can then add comments below it.

Video instruction

YouTube video

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