Design and deliver recurring operations

Starting point

The journey begins when a manager creates operational work or when a staff member completes an assigned task or checklist.

Steps

1. 1

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

2. 2

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

3. 3

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

4. 4

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

5. 5

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