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Operations > Master Task List, Checklists

Creating a Master Task List

Modified on: Fri, 10 Jun , 2022 | 02:45 PM


  1. Navigate to Operations on the left-hand menu.
  2. Select Master Task List.
  3. From this page you have the option to add a single new task or import a list of tasks . This article will focus on creating a single new task. See the related article - Importing a Master Task List for more details on using the import function.
  4. Click the green add new button in the upper right-hand corner.
  5. On the popup window enter a task title, task type and task description.



  6. You can enter additional tasks in this window by clicking on the green add row button in the bottom left corner.
  7. Once you have entered the tasks click the green submit button in the bottom right-hand corner.


If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 

 

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