Adding a new task

Adding a new task via the desktop
Adding a new task on the mobile app

Adding a new task via the desktop

 

Task manager explained

On Desktop via the Dashboard

  1. Navigate to the Dashboard.
  2. Click on the + icon.
  3. Complete the form as required.
  4. (Optional) Upload image by clicking the Image Icon.
  5. Click Save.
  6. Note – When a task is assigned to an individual user in your system they will receive a notification on the mobile app.

On Desktop via Task Manager

  1. In the side menu, select Safety Manager > Task Manager.
  2. Click on the Add Task Icon located in the top right corner.
  3. Complete the form as required.
  4. (Optional) Upload image by clicking the Image Icon.
  5. Tap Save.
    Note – 
    When a task is assigned to an individual user in your system they will receive a notification on the mobile app.

Adding a new task on the mobile app

Assigning a task using the mobile app
  1. From the main menu, select Task Manager.
  2. Tap + Add New Task.
  3. Complete the form as required.
  4. (Optional) Upload image by clicking the Image Icon.
  5. Tap Save Task.

What's Next?

Managing an Open Task