How to get there
Open the report from the Reports page.
Creating a task
- Select the Tasks page.
- Select Create Task.
3. Enter the task details. Every task requires:
- Task title - brief description
- Task description - in-depth description
- Assign to - the task will appear in their Actions tab
4. Save task.
The assignee will be notified, and the task will appear in their Actions tab. It will also be logged on the Dashboard > Tasks tab for Admins and Managers to monitor.
Tasks, complete or incomplete, appear in the PDF downloads of reports. Multiple tasks can be assigned to one report. You can assign tasks to yourself as a reminder of actions to be taken.
If you have any questions about how to create tasks, please reach out to our team at support@safer.me