This is where the tasks and projects are located. Tasks are created by the management team and gives the ability to track the progress of each task. Each task includes:
- Bucket – What department the task is located ( I wasn’t sure how to word this one)
- Progress – Tells what stage the task is in
- Priority – How important the task is
- Start date
- Due date
- Notes – A description of what the task entails
- Checklist – A list of steps for each task
- Comments – Where questions and task notes can be put
Access the planner by clicking on the three dots on the left task bar in the desktop application and then click ‘Planner’.
