Creating a New Task

Creating a New Task

When you notice something at one of your facilities that needs to be taken care of, you can track progress by creating a task. To create a task, navigate to the tasks page and select ‘Create Task’. You can create a single task, or a task series that recurs on a regular basis.  We provide the ability to add notes and attachments to each individual task to help provide context as work progresses. It’s important to note that if you add notes and/or comments when creating a task series (e.g. a task that will occur every week for a year) they will be added to the first task in that series. 





Once you have added a few tasks, you’re ready to start managing your tasks


    • Related Articles

    • Organization Set Up and Definitions

      The first step to getting started is to set up your organization, which is a collection of facilities where activities take place and users who perform and review those activities. All EHS activities will be associated with facilities in your ...
    • Managing Tasks

      Tasks can be managed from two main areas. If you’re looking to review only tasks assigned to yourself, navigate to the my assignments tab on the home page. All of your tasks and inspections will be listed for you here. You can view these as a table ...
    • Managing Inspection Templates

      Inspection Templates are a reusable sets of questions you want to ask about particular item types throughout your organization. A template can be global for use throughout your entire organization, or facility specific. Inspection Templates are ...
    • Your Organization's Dashboard

      The Inspections dashboard is your jumping off point for reviewing performance metrics across your organization. Dakota has provided a dashboard to give you some visibility into your organization's inspection results. For example, you can see if you ...
    • Managing Users

      After you have added facilities, the next step of onboarding is adding users to your organization. You can add users to the system by navigating to the My Organization page. Once invited, the new user will receive a welcome email. Once they have ...