RADIEFILES

Planning

Tasks

See everything to do across all your jobs, and tick things off.

The Tasks page shows the tasks on every job you can see, in one list.

Click Tasks in the main menu. On a phone, workers find it in the bar along the bottom. Office staff and admins open it with Search.

Tasks

Find a task

  • Click Open, Done or All to filter the list.
  • Type in the search box to find a task.
  • Click a task's job name to open the job.

Tick off a task

Tick the box next to a task when it's done. It moves to Done.

To undo, untick it.

Add a task

Every task belongs to a job. To add one:

  1. Open the job, then the job menu (the round button at the bottom right).
  2. Click Tasks, then the round + button.
  3. Type a Title and, if you like, a Description.
  4. Pick a Date.
  5. Under Assign to, tick the people doing it.
  6. Click Add task.

The task shows on the person's dashboard on that day, and on the calendar.

Change or delete a task

  1. Open the job's Tasks and click the task.
  2. Click Edit to change it, then Save changes.
  3. Or click the bin to delete it.