For a video overview on how to complete a recurring task, please see this link https://www.youtube.com/watch?v=d13vLMscF6k
To complete a recurring task, click on the 'TASKS' button from the main page or the 'Task List' button from the sidebar menu.
This will open up to the Task Landing page. At the top of the page, it shows you the summary of what needs to be done and the status for any upcoming tasks - This is for the recurring tasks only.
Green = good, Orange = due soon, Red = due now.
Click the 'Recurring' button to direct you to the Recurring Tasks page.
To complete a task, click the 'Complete Now' button from the list of recurring tasks that are due.
Clicking on 'Complete Now' will open up the Task Details page.
The information below has been saved from when this Recurring Task was set up. This is displayed as a guide to help you with completing the task.
Below is the sub-task table list. It displays the items and what needs to be done. You can document your Findings, who completed it, any Corrective Actions that need a follow-up, and the Status.
Add any Comments or Progress Notes. Select a Person this Task is Assigned To, along with a Work Order or Reference Number if relevant.
In the Documents/Images section, you can upload multiple attachments (note, up to 2MB in size).
The last part of completing a Recurring Task is to change the 'Status' of this task. The Status has been designed to be changed throughout the process of the task being worked on.
Once completed - please select 'Completed', Sign your name, and Save.
Once you have completed and saved this Task, it will display a review page.
To edit details, delete the task, or return to the Task List section, please click on the 3-dot vertical menu.
Or you can navigate to the Inventory List section by clicking 'Inventory'.