Think of the tasks module as the ultimate connector-it links records, training items, assignees, supervisors, and statuses seamlessly. Or, it can function as a standalone system. Pretty flexible, right?
Each Task Comes With Key Details
Every task includes information like its status, the assignee, the supervisor, and the due date.
Types of Tasks
Tasks can be one-off or recurring. Recurring tasks use scheduling objects to define intervals (weekly, monthly, quarterly- you get the idea).
Automatic Updates
No manual labor here! Tasks update automatically in the background
Linked to Material Statuses
If tied to specific records, task status syncs with material status.
Communication is Key
Add and review comments directly within tasks to keep everyone aligned.
Expiration Alerts
Notifications will ping both assignee and supervisor before a task expires.
Whether managing one-shot tasks or recurring ones, this module's got your back.