Tasks

Getting Started

• Finding your tasks
• Understanding the Task Page

Using Tasks

• Completing a Task Using an Online Checklist
• Task 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
• Combining Duplicate Tasks
• File Explorer (Attachments)
• Task Email Notifications
• Removing In Progress Questionnaires from Tasks

See all 10 articles

Sub Tasks

• Creating Sub Tasks
• Prepare a CSV file for importing tasks into SafetyToolbox online
• Editing and Completing Sub Tasks

Task Templates

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