Published 4 October 2026, Updated 4 October 2026
At the beginning of the day:
- Check Assigned Tasks on the home page.
- Open Task center and look for red area names and green assignment counts.
- Review High-priority and due tasks first.
- Update Not Started tasks to In progress when work begins.
During the day:
- Keep assignments accurate.
- Use Waiting someone or Deferred instead of leaving unclear notes.
- Update Due dates when an agreed deadline changes.
- Add useful detail to the description so another staff member can continue the work.
Before finishing:
- Mark finished work Completed.
- Close tasks that no longer require follow-up.
- Check recurring tasks for missed light-red rows.
- Refresh the list and confirm that the remaining Open tasks accurately represent outstanding work.
Using Status, Closed, assignment, dates, and recurrence consistently keeps Task center useful for the entire organization.
