Use the Task Board

The task board tracks operational work that needs an owner, status, due time, and completion record.

Quick Reference

Area	What It Means	What To Do
Open tasks	Work that has not been completed.	Assign, start, or follow up.
Assigned tasks	Work owned by a staff member.	Monitor progress and update status.
Filters	Views by status, staff, category, room, or date.	Narrow the board during busy shifts.
Reports	Historical task performance.	Use for review and handover.

Before You Start

• Staff members must exist and have the correct role.
• Task types should be configured.
• Rooms should be configured if tasks are room-based.

Work From the Task Board

1. Go to HOME -> Tasks.
2. Review open tasks by date, status, owner, or room.
3. Select a task to view details.
4. Assign or reassign the owner if needed.
5. Update status as work progresses.
6. Add notes when staff need handover context.
7. Close the task when the work is complete.

Manager Checks

• Review overdue tasks first.
• Confirm high-priority tasks have an owner.
• Reassign tasks when staff workload changes.
• Use reports for repeated delays or missed tasks.

Troubleshooting

Task is not visible to staff

What you see: A manager creates a task, but staff cannot see it.

Do this:

1. Confirm the task has the correct owner or team.
2. Check filters on the staff view.
3. Confirm the task date and room are correct.
4. Confirm staff access and role.

Related Guides

• Create, Assign, and Complete Tasks
• Configure Task Types, Staff, and Reports