Tasks & Procedures
Manage your Procedures with a Tasks table. Includes reminder notifications.
Tasks & Procedures
The Task table allows you to assign tasks to any member in the space. The Procedures table sets pre-determined tasks to maintain staff workflows. (update or delete the included Procedures to suit your business)
A daily workflow checks the Procedures table for upcoming dates and creates Tasks while also updating to the next scheduled date.
Tasks start in the To-Do stage and move to Overdue if not completed on or before the Due Date. Updating the Due Date to a future date removes the overdue status.
This Task table comes with a field for Reminder Prompt which will create a comment on or before the Due Date. (On Due Date, 1 day before, 3 days before, 1 week before)
Tables
- database Procedures
- database Tasks
Automations
- electric_bolt Create Task - Procedure Due
- electric_bolt Update to Overdue
- electric_bolt Complete Task
- electric_bolt Reminder "1 day before" Notification
- electric_bolt Overdue Follow-Up
- electric_bolt Date Updated (no longer overdue)
- electric_bolt Reminder "day of" Notification
- electric_bolt Reminder "1 week before" Notification
- electric_bolt Reminder "3 days before" Notification
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