Team Tasks are a way to have a to do list at each location for your team. It is a way to project manage face to face visits, training, interviews, module completion or really any task required at each location you manage.
Each task must be part of a phase. Phases are completed in order and can have a start delay and a duration.
The start delay of a phase is the time to wait from the time the previous phase was completed until the phase becomes visible.
How long to keep this phase open before closing and continuing to the next phase.
Show for Type:
If selected only show this phase to locations with the selected type. You may have different things to do at each location and using types lets you pre-configure task lists as required.
Sub Item Type
There are three types of tasks lists you can create:
- Manually added tasks
Create a task list and tick items of manually at each location
- A task for each user at a location
Each user that is present at a location will become a task that can be manually completed with a tick. E.g. You have to interview every employee at each company site. This option will create a task that can be ticked off as employees are interviewed.
- A task for each user and linked to module status
Each user that is present at a location will become a task that can be manually completed or is automatically ticked when a user completes the specified module.
E.g. Each employee at a location is required to complete a privacy awareness survey module. Using this option training staff will be able see the employees who have completed the module or manually tick employees who have already done the training.