📚 How to Create and Manage Tasks

Creating and managing tasks in Take5 Connect™️ allows you to assign and track tasks for your team. Here’s how you can create, manage, and complete tasks.

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Step 1: 🔑 Access the Tasks Menu

1. In the Take5 Connect™️ web portal, navigate to the Tasks tab in the left-hand menu.

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Step 2: 📋 Create and Assign a Task

1. Click on Add Task to open the task creation form.
2. Complete the following fields:
   • Task Name (compulsory)
   • Due Date (select using the calendar icon)
   • Priority Level (Low, Medium, High, or Critical)
   • Individual Tasks (toggle to assign to each user individually or allow the first person to complete it)
3. Assign users, upload any files/photos, and associate the task with specific Projects/Sites.
4. Click Save to create the task.

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Step 3: ✅ View and Close Tasks

1. In the Tasks list, you can view all tasks, whether open or closed.
2. Tasks can be closed via the Mobile App or manually in the web portal by clicking the toggle button.

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Step 4: ✏️ Add Notes to a Task

1. Click View next to the Task you would like add Notes to.
2. To add notes, click on the Notes tab in the task viewer.
3. Type your notes and click Save.

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Step 5: ✏️ Edit or Delete a Task

1. To edit a task, click Edit to bring up the task creation dialog and update information.
2. To delete a task, click the Delete button and confirm the action.

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Step 6: 📑 Export Tasks

You can export your tasks as a CSV, PDF, or XLSX file:

• Export selected tasks by checking the box next to each task and clicking List Menu/Export.

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📞 Need Help?

For additional support or questions, contact our team at:
📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535