All topics
Administration
Tasks, planning and insights
Pick up open work, propose a plan and see what needs attention.
- Claim, start and complete tasks Filter the task list, pick up or hand over work, create a task and start a batch that requires a carrier. 2 min
- Planning: distribute work and compare a proposal Choose the planning scope, review blockers, balance workloads and compare a scenario with the current plan. In this version, planning creates a proposal; it does not execute it. 2 min
- Insights and activity log See what needs attention across the organisation, open the underlying record or floor-plan location, and use the activity log to find who did what and when. 2 min