Tasks are often created automatically based on your responses to a questionnaire. This guide explains how you can add your own tasks to a profile.
This guide covers the following:
Creating a task
1. First you will need to locate the task list by selecting Tasks from the header bar (#1 in the screenshot below).
From the tasks list, click the green [+] button (#1 in the screenshot below).
This will open up the Task Form in which you'll need to specify the profile you're adding the task for (#1). Note: This will populate automatically if you create your Task within one of your profile's Task List.
You can then either choose a task from your organisation's templates (#2) or create your own task from scratch (#3) or import tasks from a CSV file (#4).
Creating a task from a template
Click in the 'Choose a template to create your task from' box and start typing the name of your Task eg Gas Safety Certificate. Select your title from the pop-up list. If you wish to customise this task's Title and Description, click on the padlock (#1 in the screenshot above) and make any changes you wish to the Title and Description. Click 'Save'. Note: Any changes you make will override the default setting from the template. If you change your mind, you can lock the task back up again and the template defaults will be adhered to. Future tasks created from this template will adhere to the default settings.
Creating your own task
Give your Task a title (#1) and a brief description of what needs to be done, if you wish, (#2). Save your Task (#3).
Your task has now been created. Set the priority for the Task (low, medium, high, very high) and the Due Date. For guidance see point 4. of our 'Understanding the Task Page' guide.
Import tasks from a CSV file
For guidance on importing tasks from a CSV file, please refer to our guide on Importing Tasks and Sub-Tasks.