Scheduled tasks are essential for planning and overseeing work. They help you schedule, communicate, and monitor the progress of tasks.
Create a scheduled task
A scheduled task contains relevant information about the work to be completed, such as the Task, Location, Employee, status and due date.
To create a new scheduled task select +NEW on the top right corner of Operations > Scheduled tasks
Next, specify details of work to be completed:
Start date - when does this work become available?
End date - when is this work due for completion?
Status
Draft - planning stage (not visible to employees)
To-do - ready to be completed (visible to employees in date range)
Doing - work is underway but not completed
Done - work has been completed
Task - what type of work is to be completed?
Client/Location/Block - where will this work take place?
Employee - who will complete this work?
Group - will this work be carried out by a Group of employees?
Project - does this work belong to a specific Project?
Rate - does this job have a specific piece rate ($)?
Description - free text to provide guidance on work to be completed
All scheduled tasks are listed in Operations > Scheduled tasks
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