Tasks

Getting Started

• Finding your Task List
• Understanding the Task Page

Using Tasks

• Completing a Task Using an Online Checklist
• Attachments - Uploading, downloading and deleting
• Filtering, Searching and Sorting Tasks
• Task Comments/ Notes
• Task Progress Status
• Assigning a Task to a User

Managing Tasks

• Closing or Archiving Tasks
• Task Permissions
• Prepare a CSV file for importing tasks into SafetyToolbox online
• Combining Duplicate Tasks
• File Explorer (Attachments)
• Task Email Notifications

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Sub Tasks

• Creating Sub Tasks
• Editing and Completing Sub Tasks

Task Templates

• How to Use the "Unsatisfactory" Due Status Feature
• Activating and Disabling Task Templates
• Edit a Task Template
• Managing Task Templates