7tasks (Web)

1. To begin using 7tasks, click on the Tasks tab > select + Create list

2. Next, name your list, add a description, and set the recurrence. 

Below are your List of Recurrence options:

3. Select if you would like to set a specific Time Frame for this task list. After checking this box, you'll be able to enter a start time and set a time for when the task list is due.

If selected:

• The task list will only be visible for Employees after the beginning of the Time Frame.
• The list will become overdue if there are still any incomplete tasks by the end time.
• Employees cannot return to an overdue task list and complete them. Tasks must be completed within the set Time Frame.

4. Click on '+ Add Assignment' and a Location to assign your list to.

Additionally, you have the option to assign the list to a Department or a specific employee under that Location.

Assigning Lists to a group (Location / Department / Role):

If assigning the list to one or more Departments, the option to target specific Roles will also appear. You can add multiple Location, Department, and Role assignments by clicking the '+ Add Assignment' button after saving.

Assigning Lists to an Employee:

If assigning an entire task list to a specific employee, select their name by searching it in the text box or scrolling down. Only one employee can be selected. (See the step above to assign a list to multiple employees).

5. After choosing who the list will be for, click 'Save & Add Tasks' at the bottom of the page.

You are now ready to add tasks to your new task list!

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The task list name will be displayed directly to Employees to describe the tasks within it needing to be completed.

To create your list:

1. Enter the new task name in the blank field at the bottom of the list.

2. If you click on 'Task details' you can add a description along with your task name, if needed. Under the 'Type' dropdown choose how this task will be recorded as complete by employees.

The default task 'Type' is with a 'Checkmark', but employees can mark a task as complete by using the following options:

3. Be sure to click 'Save' after making changes to each task.

4. When you're done updating your list or want to save any changes, click on 'Save.' 

5. Then, click on 'Save & Publish' to make the list live and available to employees. Alternatively, click 'Save as inactive' if you would like to continue building your list and post it to employees later.

To activate a draft or inactive task list:

Go to the 'Task List Templates' tab and click on 'Activate List.'

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1. Head to Tasks > Overview > click on 'Tag Employees' beside the task list:

2. Next to the task, select an employee's name to assign them to that specific task.

Only employees scheduled for that particular time frame will appear in the dropdown and only one employee can be selected per task.

3. Be sure to hit 'Save' once you're done.

You can go back and change which employee is tagged to a task at any time.

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Save time assigning tasks with Task Tagging! You can quickly tag multiple tasks to a specific employee.

1. Head to Tasks > Overview > select Tag Employees beside a task list.

2. Next to Tag all tasks to, select an employee’s name from the dropdown menu.

Scheduled and unscheduled employees will appear in the dropdown, and only one employee can be bulk tagged at once.

 3. Be sure to hit Save to complete these changes.

Depending on the existing details of a Task List, you can use Task Tagging to:

Tag all unassigned tasks at once.

• Simply pick an Employee from the dropdown menu:
• All tasks will be newly tagged to your Employee:

Tag remaining unassigned tasks at once. If some tasks have previously been tagged:

• Pick a new Employee from the dropdown menu:
  
• Confirm this change from the available options:
  
• The remaining unassigned tasks will be tagged:

Overwrite all tagged Employees. If all tasks have previously been tagged:

• Pick a new Employee from the dropdown menu:
  
• Confirm this change:
  
• All tasks will be changed to your new Employee:

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1. To view the progress of your lists, go to Tasks > Overview.

You will see all your active lists and how many tasks have been completed in each. You can also see which employee is assigned to an entire list or if any employees have been tagged to any specific tasks.

2. Click on a list to see the details and progress of each task within the list. 

Each task that is completed will show the time and the name of the Employee who completed it. You'll also see the response they recorded if they competed a number, temperature, or photo task type.

If an employee submitted a photo to complete a task, you can hover over the image to view it in more detail.

Overdue task lists will still appear for Employees so that they can view and complete them when they are able to.

Here's what they'll see on the 7tasks mobile app if they have any outstanding tasks:

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You can recreate an entire list of tasks by using the 'Duplicate List' function. This will allow you to use an existing task list as a template and set up another list more quickly. You can then edit this new list as much as you would like to better suit your needs.

Here's how to copy a Task List:

1. First head to Tasks > Tasks List Templates. You can click the 'more' icon beside the specific task list you wish to copy and select 'Duplicate List.'

2. Alternatively, you can click on a list to view the Task List Template in detail and then select 'Duplicate List.'

3. You'll be prompted to fill out the details for your new list such as the name, description, recurrence type, and the Location assignment.

4. Then, click on Save & Duplicate.

5. Now you can edit and customize the specific tasks within the list by clicking on Task Details.

Be sure to click 'Save' after making changes to each task.

6. Similar to creating a task list from scratch, when you're done updating your list, you'll need to click 'Save' and then 'Save & Publish' to make the list live and available to employees.

Alternatively, click 'Save as Draft' if you would like to continue building your list and post it to employees later.

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