How to schedule tasks

Navigate to Task Management

Click Task Management in the left sidebar to view all tasks across your assigned sites. Organisation admins see all sites; site admins see only their assigned sites.

Create a New Task

Click Add Task at the top right, then select the site. Give the task a name (e.g. Opening Procedures). Add checklist items manually or click Select from Templates to import from your template library. You can combine multiple templates into one task.

Assign the Task

Click Next to move to assignments. Assign to an entire department or select individuals manually. Attach category tags for easy filtering and set priority (High, Medium, Low).

Set Permissions

Apply optional permissions: notification when due in 15 mins, notification when overdue, require a comment before completion, or require a photo before completion.

Schedule the Task

Choose Repeat for recurring tasks or One Off for single-use. For daily tasks, select Every Day and choose a due time slot. For specific days, select Every Week and pick the days. Tasks auto-skip when your site is closed.