Creating Ad Hoc Tasks (Manager Dashboard)

One of the main benefits of the Tasks module is the ability to create tasks ‘on the fly’ as they are needed. These ad hoc tasks are independent of task templates and incident reports. Ad hoc tasks can be created on both the manager dashboard and the app that frontline staff use. Right now we’ll go through the steps on how to create these tasks using the manager dashboard.

1. From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.

2. From the side navigation select Tasks > View All Tasks.

3. Select the New Task button located in the top right-hand corner of the screen.

4. An empty tasks form will appear that is identical to when tasks are created that are linked to an incident report. Complete the form and when you are done select the green Save button located in the top-right hand corner.

o Mandatory fields are Task and Action.

o Once the task is created it will be assigned a default status of ‘Outstanding’.

5. Similar to task templates and tasks linked to incident reports, you can perform various actions for the task while on the manager dashboard. If you go to https://resort.edgeauditor.com/tasks you can locate the task there, and under the ACTIONS column you will see

o View > opens a read-only version of the task.

o Edit > allows you to modify the task, including the ability to change the status from ‘Outstanding’ to ‘Completed’, adding the name of the person who completed the task and any corresponding notes.

o Delete > This will remove the task.