First things first, not everything can be scheduled, for example, a fast cooling log or a delivery log cannot be scheduled because you don't know precisely when will this task happen.

So there are two types of templates:

  • Scheduled
  • Unscheduled

When a template is set as scheduled, you can assign tasks to your teams.

Please note that, If the task is unscheduled, you won't be able to assign it.

To create an assignment:

  1. Pick a scheduled template, these can be identified by looking at the calendar icon
  2. Click on "new schedule"
  3. Allocate the task to your teams
  4. Set the frequency
  5. Save

The template will now appear in the task dashboard of the relevant team.

Troubleshooting

  • If you don't see the task in the dashboard make sure that you are part of the team the task is assigned to
  • Make sure template is allocated to a location and that the top location filter is set with the same value

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