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Create, Assign, and Complete Tasks

A task should clearly describe the work, owner, priority, due time, and completion result.

Quick Reference​

StepPurposeOwner
CreateCapture work that needs to happen.Manager or staff
AssignGive the task to a person or team.Manager
StartShow that work has begun.Staff
CompleteRecord the finished work.Staff
ReviewCheck 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​

  1. Go to HOME -> Tasks.
  2. Click Create or the equivalent add action.
  3. Select the task type.
  4. Add room, location, priority, due time, and notes.
  5. Assign the task to the correct staff member or team.
  6. Save the task.

Complete a Task​

  1. Open the assigned task.
  2. Review instructions and notes.
  3. Update the status when work starts.
  4. Add completion notes if required.
  5. Mark the task complete.
  6. Confirm the task no longer appears as open.

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:

  1. Open the task details.
  2. Check whether the status was saved.
  3. Check whether required completion fields are missing.
  4. Refresh the board.