Any Task created in freshOps is automatically made a Task template. So when setting up a New Site, you can use existing Tasks and Templates already created for other sites without having to create them all again.
Using existing Tasks pulls through any Standard Operating Procedures and Video Training attached to that task. This ensures consistency across your team in the way Tasks should be performed.
Whether adding New Tasks as part of a New Site Setup or adding a New Task to an existing site, the process of using Task Templates is the same.
Add a Single Task
Step 1: Select the Site
Step 2: Starting typing the name of the Task you want, and you'll notice freshOps offers up existing Tasks in the system with similar descriptions. If you select a Task Template that has had a SOP and Video attached to it, this content will also come through and be attached to this Task. So the team member servicing this site can also view this content.
Then complete the rest of your Task creation as per normal Add a New Task method.
Add Multiple Tasks
If you want to streamline your Task creation, even more, you can Use Task Tags to add multiple Tasks in one step. Then all you need to do is select the Tasks with common Tags.
Step 1: Start typing an existing Tag name
Step 2: Scroll past the existing Task Templates with similar names to the Tag Name to where to the Tag Section.
Step 3: Once you've found the right Tag or group of Tags, you can either select individual Task with that Tag or ADD ALL.
Keep in mind when adding all, they'll all have the same frequency and verification type as per the standard procedure for Adding a New Task
If the Tasks you've added need the Location changing you can edit this here. If they need SOP's or Video added you can add them here also. If you need to edit existing SOPs and Video Content, you need to Edit the Task Templates section.
Step 4: Once happy with the selected tagged Tasks, their frequency, and verification type, ADD ALL TO SITE.
Step 5: They'll all appear on the right-hand side Current Site Task list.
Step 6: Re-Order them by dragging them up and down and delete the ones you don't need.
Once you are all done entering all the Task Details in, you have a few of options;
Option 1: Discard, does just that………. It discards all the details you have entered and returns you back to the Dashboard.
Option 2: Create with the “Take Me To allocate an employee” option marked will create your Task List and take you to the Employee Allocation screen.
Option 3: Unmark the "Take Me To allocate an employee "option and just create the tasks and return to the dashboard.
For further information on Task Frequency visit the Add New Task article and scroll down to the Task Frequency Explained Section