How to Create and Assign Daily Tasks to Sites

Create a new task and assign it

1. From the homepage, click the gear-shaped icon in the top-right corner of the page to open Management.

2. On the Management page, click Task Allocations in the left-hand menu.

3. Click the Create New button in the top-right corner of the page.

   

4. Create a New Task:

   • In the Create Task Allocation window, fill in the following fields:

     • Frequency – How often the task should occur

     • Title – Name of the task

     • Description – Details of the task

     • Site – The site where the task should be assigned

     • Area – Specific area within the site (if applicable)

     • Photo Evidence Requirements – If photos are needed to confirm completion

5. Click Save to create the new task allocation.

   

Import Tasks (Optional)
You can also import tasks from a CSV file or another site:

1. Click the Import Tasks button in the top-right corner of the page.

2. Follow the prompts to upload tasks efficiently.

You can monitor daily task progress by following the steps in How to Oversee Daily Tasks.