Tasks gives your company a central location for users to track to-dos in Expedo.
A Task Template allows you to create a set of one or more tasks that can be used repeatedly without needing to recreate the details of each task.
Task Templates can be triggered by an onboarding or manually as needed.
Create a New Task Template
Navigate to Company Settings → Task Templates
Click ‘Edit’ to modify an existing Task Template.
Or click ‘New’ to add a new Task Template.
Please Note: A 'Template Name' and 'Trigger by' are required.
Add Tasks to a Template
Within the template, add individual tasks. All individual tasks will be created when the Task Template is used.
The Due Date will be relative to an 'event date' which is selected when the Task Template is used.
For example, a new onboard for a worker starting on 25 Dec 2077 triggers a Task Template. The starting date would be the 'event date'.
The template could automatically create a task with a due date of 7 days before the event date, which would be 18 Dec 2077 in this case.