Daily operations

Show announcements, events, tasks, checklists, and items that need attention. Staff can open and complete their assigned work.

Existing functionality

What it provides

Choose an assigned branch and open the work areas available there.

See active scoped announcements and the first relevant events with accurate timezone and detail links.

Create a quick task for a branch or department, assign it where needed, and complete it from a personal or team queue.

Review assignees, comments, attachments, evidence, questions, recurrence, due time, and completion history.

Complete ordinary checklist items or record pass and fail results for a checker inspection, with required notes and photos.

Filter and manage task, checklist, recurring, announcement, calendar, Kanban, list, and activity views.

Create one-off or recurring tasks with branch, employee, role, or department assignments, evidence requirements, response questions, and due dates.

Create, edit, archive and publish ordered checklist items, checker rules, questions, and photo requirements.

Create, edit, and deactivate announcements for all users or selected branch or department audiences, with a priority and optional active date range.

Receive notifications about relevant work, open the related record, and mark notifications as read.