Team Tasks

Question

Does anyone have any good tips for assigning Team compliance tasks like having to carry out equipment checks or risk assessments when on site.&nbsp; I've built the checklists etc in Job Forms but struggling with how to assign this as a task (Job) without attaching to a client.

julie · Answer

Hey Laura! I would suggest creating a calendar task. You do not need to assign those to a client.&nbsp;If you have any follow up questions, please reach out to our lovely Success Team!&nbsp;

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