How do I Create Planned Tasks ?

There are two ways to create planned tasks:

•  Choose the PLAN icon on the footer.

• Tap the blue + icon, which displays the 'Create Planned Tasks’ screen.

• Choose the relevant Group, give the Planned Task a name, and choose the start and end dates, and how often you want it to repeat.

• Choose the Save button.

(2)  Create a series of planned tasks, based on an existing task

• Open the task you’d like to schedule (if you don’t have one, you’d need to create one first).

• Assign one or more users to the task (i.e. whom you which to see this planned task).

• Choose the menu icon (top right corner), choose “Advanced Actions”, and select “Create Planned Tasks”.

• Confirm the relevant Group, give the Planned Task a name, and choose the start and end dates, and how often you want it to repeat.

• Choose the Save button.

The task will be created/repeated at the selected times, and visible to the assigned users.