Forum Discussion

LauraG's avatar
LauraG
Contributor 2
2 months ago

Team Tasks

Does anyone have any good tips for assigning Team compliance tasks like having to carry out equipment checks or risk assessments when on site.  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's avatar
    julie
    Jobber Community Team

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