Practical workflows

Published 4 October 2026, Updated 4 October 2026

Example: assign a one-time follow-up

1. Open the appropriate Task tab.
2. Add a task with a clear Subject and description.
3. Set Start and Due dates.
4. Keep Status as Not Started and choose the appropriate priority.
5. Add the task.
6. Assign the responsible person from the In charge column.
7. Later, change the Status to In progress, Waiting someone, or Review as appropriate.
8. When the work is finished, set Completed and then Closed.

Example: monthly document review

1. Add a task and set the first expected Start date.
2. Set the Due date a few days after Start if staff need a completion window.
3. Open Recurrence and choose Monthly.
4. Select the day of the month or an ordered weekday.
5. Choose No end date or a suitable End by date.
6. Add the task and assign the reviewer.
7. Close each completed occurrence so the series advances.

Example: waiting for another person

1. Change Status to Waiting someone.
2. Keep the task Open.
3. Add the expected response and deadline to the description or Due date.
4. Assign the staff member responsible for following up.
5. Change it back to In progress when the response arrives.