Adding Tasks

Maintaining a list of tasks keeps you on track and ensures everyone knows what they are meant to be doing. Less down time and more productivity! Now that's a good thing.

Note: Your Access Level may restrict the use of some features.

For App use, see Adding Tasks (App).

Tasks can be added by:
1. Clicking Add Task in the top menu,
2. From the Dashboard > Incomplete Tasks > more options > Add new task,
3. Navigate to Safety Manager > Task Manager > Add New.
Complete the Task details. Details on the required fields are listed. For details on the available optional fields, see below.
1. Task Title
2. Assignee(s) - Tasks can be assigned to:
  1. Yourself using the Assign to Me button.
  2. An individual user.
  3. Multiple users - assigned by selecting each user, or an Access Level.
  4. If each person needs to complete the Task, tick Create a separate task per person.
  5. Anyone - allows any user to assign to themselves and action.
  6. Unassigned.
3. Type, Date and Priority
  1. Type - this will default to General. Corrective Action can also be used to highlight when addressing an issue raised from a Checklist or Incident.
  2. Due Date - the due date will be set to tomorrow's date, but can be edited.
  3. Priority - this will default to Medium. Low and High can also be set.
  4. Are there risks associated? - this will default to no. If Yes is selected, a safety disclaimer will be shown to the user.
Click Save. If assigned to a user, they will receive a notification on the Desktop and App.

Task Description - any additional details to help the assignee complete the Task.
Position - mark the position of the task on a map.
Upload Images - add any relevant images to the Task.
Documents and Links
- Safe Ag Systems Documents - attach up to 5 Checklists, Policies or Procedures.
- Add External Links - attach up to 3 external websites.
- Attach Files - attach up to 3 files.
  - Accepted File Types: .xls, .xlsx, .pdf, .docx and .doc