Manage Tasks, Projects, and Checklists

Go to Tasks and click 'Create Task' to assign work to your team.

Task details:

1. 1Title — a clear, concise description of the work.
2. 2Description — detailed instructions, context, and links.
3. 3Priority — low, medium, high, or urgent.
4. 4Assignee(s) — one or more team members.
5. 5Due date — when the task should be completed.
6. 6Attachments — files, documents, or images relevant to the task.

Task organisation:

• Tasks can be grouped into Projects under Tasks > Projects.
• Each project groups related tasks with a shared deadline and goal.
• Task status moves through: To Do → In Progress → Done.
• Assigned employees get a notification and see the task in their Tasks view.

Projects provide a higher-level view of work, grouping related tasks under a common objective.

Project dashboard shows:

• Overall completion percentage.
• Number of overdue tasks.
• Per-member workload — who has the most tasks assigned.
• Timeline progress — on track, behind, or ahead.

Managing projects:

1. 1Create a project and set its timeline (start and end dates).
2. 2Add tasks under the project — each task inherits the project context.
3. 3Use the project view to see tasks grouped by status or assignee.
4. 4Managers can reassign tasks, adjust priorities, and add comments directly.
5. 5All task activity is logged for audit purposes.

Checklists are reusable templates for processes that happen repeatedly — new hire setup, quarterly reviews, security audits, event planning, and more.

Creating a checklist template:

1. 1Go to Checklists > Templates and click 'Create Template'.
2. 2Give it a name and description.
3. 3Add checklist items — each with a description, assignee, optional due date, and location/geo enforcement.
4. 4Save the template for repeated use.

Launching and tracking a run:

1. 1Launch a Run from a template — assign it to an individual or a team.
2. 2Assigned employees complete items one by one, marking them done with optional attachments.
3. 3Under My Checklists, employees see all checklists assigned to them.
4. 4Managers track run completion on the Checklists dashboard.

As an employee, your dashboard gives you a clear view of everything assigned to you.

Your work view:

• My Checklists — see all checklists assigned to you with due dates and completion status.
• Tasks — see tasks assigned to you, sorted by priority and deadline.
• Mark items as completed; attach evidence (photos, documents, comments) if required.
• Your dashboard shows pending items with due dates and overdue alerts.