Open the Task in To-Dos by clicking the check mark icon on the right hand side of the task card. Once you fill out the appropriate information, you can click the "Complete" button or the "Save" button to come back and finish the task later.
Step by Step: Completing Tasks in the To-Dos section
Follow the steps below to complete a task:
- In the left-hand side navigation panel select the Tasks drop-down, click on ToDos. (you will only have this option if you are an admin or manager. If you are a standard user, you will be directed to this page automatically by clicking Tasks.)
- Click on the "Begin Task" icon from the top right-hand side of the specific task.
- A task pop-up window will appear. Begin to fill out the appropriate information.
- Sub Task (optional) - click on the empty box to mark an item complete.
- Add Notes (optional) - write any notes that are relevant to the tasks in this box and they will be saved for later.
- Upload Photo (optional) - upload any photos that are relevant to the tasks and they will be saved for later.
- Corrective Action (optional) - mark the box if a corrective action was needed on this task.
- *Initials - if you have individual logins initials must be included to toggle the Complete Task button
- **Not Complete** - This is only to be used by a manager when a task has truly not been completed and should count against compliance.
- When you are done, click Complete Task.
- If you would like to save the progress you have made and complete the task at a later time, click "Save".
- If you were unable to completed the task due to a holiday, weather closure, or a device being down and wish to remove it from the queue, notate the reason in the Notes section and click "Not Complete".
- If you would like to save the progress you have made and complete the task at a later time, click "Save".
For additional assistance please email our Support Team.