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How to Create a Standard Task?

This article guides the site champions, superusers and supervisors to create standard tasks in the Planning board.

Written by Jeffrey Guma

Overview

A Standard Task functions like a stamp that users can schedule repeatedly for different shifts. This guide explains how to create a standard task.

Version

V24-V25

Step-By-Step Guide

Follow these steps to add a Standard Task in CiteOps.

1. Click on the Planning Board icon.

2. Go to the Standard 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 standard task is created, this will appear on the standard tasks list.

Tip 1: If a standard task is not assigned to a group when it is created, this task will go to "Other" group by default. (View article: Grouping and Ordering Standard Tasks for more information)

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