Create, Assign, and Complete Tasks
A task should clearly describe the work, owner, priority, due time, and completion result.
Quick Reference
| Step | Purpose | Owner |
|---|---|---|
| Create | Capture work that needs to happen. | Manager or staff |
| Assign | Give the task to a person or team. | Manager |
| Start | Show that work has begun. | Staff |
| Complete | Record the finished work. | Staff |
| Review | Check overdue or repeated issues. | Manager |
Before You Start
- Confirm the task type exists.
- Confirm the assigned staff member is active.
- Confirm room or location details are correct.
Create a Task
- Go to HOME -> Tasks.
- Click Create or the equivalent add action.
- Select the task type.
- Add room, location, priority, due time, and notes.
- Assign the task to the correct staff member or team.
- Save the task.
Complete a Task
- Open the assigned task.
- Review instructions and notes.
- Update the status when work starts.
- Add completion notes if required.
- Mark the task complete.
- Confirm the task no longer appears as open.
Staff Task View
Staff who are not working from room assignment can use the staff task view to review and complete assigned tasks.
- Staff open their HOME task page.
- Staff review assigned tasks, due time, room or location, priority, and notes.
- Staff open the task before starting work.
- Staff update the status as work progresses.
- Staff add completion notes if the task requires handover context.
- Staff mark the task complete and confirm it no longer appears as open.
Managers should use the task board to reassign work if a staff member cannot see or complete a task from the staff task view.
Troubleshooting
Staff completed work but the task is still open
What you see: The work is done, but the task board still shows the task as open.
Do this:
- Open the task details.
- Check whether the status was saved.
- Check whether required completion fields are missing.
- Confirm the staff member is viewing the correct task page.
- Refresh the board.