How do I add office closures and complete tasks?

When an office closure occurs due to holidays, weather, or equipment malfunctions, it’s important to properly manage and close out any tasks related to that date. This ensures tasks are marked as completed, and compliance is maintained.

Note: When closing out/completing tasks, please keep in mind that you will need to complete these tasks after you return to the office following the event. 

1. Access the Tasks and To-Do's Section:
   1. In the left-hand side navigation panel, select Tasks and To-Do's to view your list of tasks.
   
   
   
2. Filter Tasks by Date:
   1. In the top-right corner of the Tasks screen, click the filter button to sort tasks by date.
       
      1. Date: You can filter tasks by future dates or past dates depending on how long you were out of office.
3. Identify Tasks for the Closure Date:
   1. Once you’ve applied the date filter, locate the tasks that are associated with your office closure dates. These tasks need to be completed or closed out for the closure. The tasks should be limited to daily tasks unless your office was closed for longer than a week or month.
      
4. Close Out the Tasks with an Office Closure Note:
   1. For each task related to the closure, mark it as completed and include an office closure note explaining that the task was completed in advance due to the office being closed. This ensures proper documentation for compliance.
   
   
   
5. Ensure Compliance:
   1. After closing out the tasks, double-check that all necessary tasks for the closure period have been completed and that your compliance score is updated.
   
   
   

For additional assistance please email our Support Team.