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How to create a Planned Task?
Jeffrey Guma avatar
Written by Jeffrey Guma
Updated over a month ago

The Planned Tasks Panel is like a “To do list” or Parking lot of pending tasks. Once scheduled into a shift, the planned tasks will disappear from this panel.

Tasks can be added directly to the panel. Scheduled Tasks can be also added into the Planned Tasks list by just dragging and drop into the panel.

Planned Tasks can be edited, deleted, duplicated by right clicking and selecting the desired option.

Step-By-Step Guide

Follow these steps to add a Planned Task in CiteOps.

1. Click on the Planning Board icon.

2. Go to the Planned Tasks section on the left side and click on "Add Task". This will open the Add Standard Task form.

3. Fill in required details.

4. Click on "Save".

Once the planned task is created, this will appear on the planned tasks list.

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