{"id":4161,"date":"2026-10-04T11:17:04","date_gmt":"2026-10-04T15:17:04","guid":{"rendered":"https:\/\/www.airsupervision.com\/wp-r\/?post_type=docs&#038;p=4161"},"modified":"2026-10-04T11:17:04","modified_gmt":"2026-10-04T15:17:04","slug":"practical-workflows","status":"publish","type":"docs","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/tasks-and-task-center\/practical-workflows-and-troubleshooting\/practical-workflows\/","title":{"rendered":"Practical workflows"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"example-assign-a-one-time-follow-up\">Example: assign a one-time follow-up<\/h2>\n\n\n\n<ol>\n<li>Open the appropriate Task tab.<\/li>\n\n\n\n<li>Add a task with a clear Subject and description.<\/li>\n\n\n\n<li>Set Start and Due dates.<\/li>\n\n\n\n<li>Keep Status as Not Started and choose the appropriate priority.<\/li>\n\n\n\n<li>Add the task.<\/li>\n\n\n\n<li>Assign the responsible person from the In charge column.<\/li>\n\n\n\n<li>Later, change the Status to In progress, Waiting someone, or Review as appropriate.<\/li>\n\n\n\n<li>When the work is finished, set Completed and then Closed.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"example-monthly-document-review\">Example: monthly document review<\/h2>\n\n\n\n<ol>\n<li>Add a task and set the first expected Start date.<\/li>\n\n\n\n<li>Set the Due date a few days after Start if staff need a completion window.<\/li>\n\n\n\n<li>Open Recurrence and choose Monthly.<\/li>\n\n\n\n<li>Select the day of the month or an ordered weekday.<\/li>\n\n\n\n<li>Choose No end date or a suitable End by date.<\/li>\n\n\n\n<li>Add the task and assign the reviewer.<\/li>\n\n\n\n<li>Close each completed occurrence so the series advances.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"example-waiting-for-another-person\">Example: waiting for another person<\/h2>\n\n\n\n<ol>\n<li>Change Status to Waiting someone.<\/li>\n\n\n\n<li>Keep the task Open.<\/li>\n\n\n\n<li>Add the expected response and deadline to the description or Due date.<\/li>\n\n\n\n<li>Assign the staff member responsible for following up.<\/li>\n\n\n\n<li>Change it back to In progress when the response arrives.<\/li>\n<\/ol>\n","protected":false},"featured_media":0,"parent":4160,"menu_order":1,"template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4161"}],"collection":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/types\/docs"}],"version-history":[{"count":1,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4161\/revisions"}],"predecessor-version":[{"id":4183,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4161\/revisions\/4183"}],"up":[{"embeddable":true,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4160"}],"next":[{"title":"Troubleshooting","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/tasks-and-task-center\/practical-workflows-and-troubleshooting\/troubleshooting\/","href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4162"}],"wp:attachment":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/media?parent=4161"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/doc_tag?post=4161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}