Here you will find all Task Templates that have been created in this facility.
To create a new Template select Create New
Start by naming your Task Management Template where it says, "New Task Template"
Select an existing Category from the drop down menu or begin typing and select "Create New Category" to create a new category
Complete all required fields: Estimated Duration and Unit - This is an estimation of how long this task will take to complete.
Optionally you can add a Task Description, Location, or Assign a User. If this is a task that will be completed on a regular basis select, Repeat Schedule to add a recurring tasks based on the frequency. By default this will be set to Do Not Repeat. Note: Task Description and Assigned User will prefill on tasks created using this template.
Optionally you may also add Triggers, Associate Non-Cannabis Inventory, Create a Checklist or add attachments to the Task Template.
Triggers - A new task with this template will be created when one of the Triggers is met. Users will have the option to create the task immediately or add a delay from the triggered event. There are currently three triggers implemented, but more triggers are planned.
Customer License Expired
Harvest Created
Sales Order Payment Overdue
Non-Cannabis Inventory - This feature allows users to assign relevant non-cannabis inventory to a task. Any Non-Cannabis Invenotry used will be entered & deducted once the task has been completed.
Checklist - Create checklist items that the assigned user must confirm upon completing this task.
Attachments - Upload any relevant documents to the Task Template
Once all data has been entered correctly, select Save
