Add 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.

Login to the Office app

1. Navigate to Operations > Scheduled tasks

2. To create a new scheduled task select +NEW on the top right corner

Add scheduled task

Specify details of work to be completed:

1. Start date - when does this work become available?

2. End date - when is this work due for completion?

3. 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

4. Task - what type of work is to be completed?

5. Client/Location/Block - where will this work take place?

6. Employee - who will complete this work?

7. Group - will this work be carried out by a Group of employees?

8. Project - does this work belong to a specific Project?

9. Rate - does this job have a specific piece rate ($)?

10. Description - free text to provide guidance on work to be completed

All scheduled tasks are listed in Operations > Scheduled tasks

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