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Tasks
About task inside freshOps
15 articles in this collection
Written by
Martin Callan
and
Andy Gittins
Multiple Tags on Task Templates
How to add multiple Tags to a Task Template
Written by
Martin Callan
Updated over a week ago
Task Schedule Basics
Add a New Task
Adding a Task to a Visit Schedule
Written by
Andy Gittins
Updated over a week ago
Task Verification
How to verify that your team actually complete the task in the field
Written by
Martin Callan
Updated over a week ago
Re-Ordering Tasks
Re-Order your Task, so that they are displayed to your team in the order in which you expect them to perform them,
Written by
Martin Callan
Updated over a week ago
Managing Task Schedules
Regular Tasks vs Periodical Tasks
What's the difference within the Task Schedules
Written by
Martin Callan
Updated over a week ago
Task Schedule Filtering & Search
To help you find Task Details quicker we've added Filters and Search into the task Schedules
Written by
Martin Callan
Updated over a week ago
Task Comments
How to view Task Comments and what is their purpose.
Written by
Martin Callan
Updated over a week ago
View Task History
How to quickly view the Task Completion Statuses of a Task at a Site
Written by
Martin Callan
Updated over a week ago
Managing Tasks
Add a specific Task to an upcoming Visit only
If a client requests a Task to only occur on and upcoming visit as a one off.
Written by
Martin Callan
Updated over a week ago
Display Tasks on a Completed Visit
Written by
Martin Callan
Updated over a week ago
Advanced Task Management
Task Templates
How to easily add existing Task Templates.
Written by
Martin Callan
Updated over a week ago
Using an existing Task Template to create a Task Schedule
How to use en existing Task Template in freshOps in a new Site
Written by
Martin Callan
Updated over a week ago
Task Instructions or Standard Operating Procedure PDF
How to add Task Instructions or Standard Operating Procedure (SOPs) to a Task
Written by
Andy Gittins
Updated over a week ago
Task Videos
Adding Videos to Task to explain how to do a specific task with Video
Written by
Martin Callan
Updated over a week ago
Task Tags
Written by
Martin Callan
Updated over a week ago