Use the Whiteboard to list tasks that need to be done but don’t require immediate employee assignment. Employees can monitor available tasks and pick them up as needed. When an employee picks up a task, they are automatically assigned to it, allowing you to see who took the task and track its progress.
Add task
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Click Add task.
4. Select a Code (task).
5. Select a Location (optional).
6. Enter a Description.
7. Click Save.
Edit task
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Find the task that you want to edit.
4. Click the pencil icon next to the task you want to edit.
5. Make the necessary changes.
6. Click Save.
Delete task
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Find the task that you want to delete.
4. Click the bin icon next to the task you want to delete.
5. Click OK.
Order tasks
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Reorder tasks by clicking and dragging them to your preferred position. In Grid View, you can drag tasks left, right, up, or down to change the order. In Line View, you can drag tasks up or down.
Track tasks
Not started
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Select the Location (optional).
4. Select the Task code (optional).
5. Choose Not started in the Status field.
This will display all tasks that have been added but not yet picked up.
In progress
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Select the Location (optional).
4. Select the Task code (optional).
5. Choose In Progress in the Status field.
This will display all tasks that have been picked up, showing who picked them up and when.
Complete
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Select the Location (optional).
4. Select the Task code (optional).
5. Choose Complete in the Status field.
This will display all tasks that have been completed, along with who completed them and when.
All
1. Hover over Tasks in the menu.
2. Click Whiteboard.
3. Select the Location (optional).
4. Select the Task code (optional).
5. Choose All in the Status field.
This will display all tasks: not started, in progress, and complete.