Overview: One of the most common workflows in Compliance, you can manage, edit, and delete tasks in both the web and app. Here, we look at this process on the web. For more about how to do it on the app, see Manage, edit, delete tasks (app).
Start from: The Daily Schedule.
Add a task
- Select a specific task.
- Select the information "i" icon.
- Select Copy (two paper sheets icon).
- Enter the name of your new task.
- Select Confirm.
Note: when you add or "create" a new task by duplicating an existing task and re-naming it, please make sure that the settings of the task that is being copied agrees with the new task you are creating (ex. temperature and scheduling). You cannot create a new task from scratch.
Edit a task
- Select a specific task.
- Select the information "i" icon.
- Select the gear icon to edit settings.
- Re-name the task.
- Click anywhere on the screen so that a yellow field appears.
- Select Save.
Change scheduling
- Select a specific task.
- Select the information "i" icon.
- Select the gear icon to edit settings.
- Select the Scheduling tab.
- Set the days you want the task to take place.
- Click anywhere on the screen so that a yellow field appears.
- Select Save.
Delete a task
- Select a specific task.
- Select the information "i" icon.
- Select the gear icon to edit settings.
- Select the trash bin icon to delete the task.
The question Are you sure you want to delete this task? appears.
- Select Yes.