With our Task Assignment Tool, you can assign forms to your work team. This way, they will always know the activities to perform during the day.

How to assign a new task?

To assign a task, click on the tab Assign Tasks> New Task and complete the following fields:

  • User: user (person) that will receive the task
  • Form name: Form that the user must fill
  • Location: Place where the user have to fill the form
  • Date:  When the user have to perform the task. Here you can choose more than one day in case the task have to be perform several times
  • Time: When to start performing the assigned task
  • Hours to perform the task: Time frame for the user to complete a task.
  • Task description (optional): Add specific information about the task that the user have to perform. This message will appear at the beginning of the form, when the user opens the task. 
  • Checklist task (optional): Add a checklist where you can assign other tasks to perform at the same place and time, but that have no relation with the form.

To complete the process, click on "Save". 

How to know if a task was completed?

To manage the task performance you must click on the tab Task, where all the assigned task will be exhibited. The task can have three colors, according to its progress:

  • Green: Completed task
  • Yellow: The task has not been perform yet, but is still within the deadline
  • Red: The deadline has passed and the task was not performed.

 


 
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