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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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Tasks & Procedures

Manage your Procedures with a Tasks table.  Includes reminder notifications.

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