Tasks and Project Management

To-do items (tasks) can be added to either pages (such as a policy) or to tickets. There is also a place under assets defined on the Assets tab where you can also create a list of tasks.

You can add to-do items to policies and procedures to request someone to make a change to the page. You can also create to-do schedules to have someone perform an annual review of a policy, or to set a reminder for when a policy expires.

In this section we'll cover how to add, assign and manage tasks in each of these areas.

Note: You can also add checklists directly into page. See the Page Checklists user guide for more info.

Next Topic: Adding Tasks

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Up Since 10/23/2020 2:58:01 PM