Creating Tasks
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Creating Tasks
Creating tasks properly ensures inspections and audits are performed consistently across the organization.
Step-by-Step Guide: How to Create a Task
Step 1
Navigate to:
Tasks → Create Task
Step 2
Enter:
Step 3
Select a Checklist Template.
Step 4
Assign responsible users.
Step 5
Select priority level.
Step 6
Review task details.
Step 7
Click Create Task.
Result
The task becomes available to assigned users and appears on their Dashboard.
Overview
Tasks can be created manually, scheduled for future execution, or configured as recurring activities.Creating tasks properly ensures inspections and audits are performed consistently across the organization.
Step-by-Step Guide: How to Create a Task
Step 1
Navigate to:
Tasks → Create Task
Step 2
Enter:
- Task Name
- Description
- Location
- Due Date
Step 3
Select a Checklist Template.
Step 4
Assign responsible users.
Step 5
Select priority level.
Step 6
Review task details.
Step 7
Click Create Task.
Result
The task becomes available to assigned users and appears on their Dashboard.
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