1. Navigate to the "Schedule" tab.

2. Click on the desired schedule cell to open the task creation window.

3. Enter necessary information about the task, such as title, description, priority, etc.

4. To add steps to the task, click on the "Open Full Form" button or the "Add Task" button in the bottom right corner.

5. In the full task creation window, you can: - Add multiple steps with detailed instructions. - Include checkpoints for each step. - Assign actions to steps (or create checklists).

6. Save the task by clicking on the "Save" button.

TARGPatrol simplifies task setup with the Favorite Tasks feature. You can create task templates with predefined details such as location, steps, actions, priority, and time slots, and save them as favorites. When assigning new tasks, simply select a favorite task to instantly apply all of its settings—no need to manually configure everything again. This not only speeds up task creation but also helps maintain consistency across recurring tasks or routine operations.

1. Open the TARGPatrol app on your mobile device (iOS or Android).

2. Go to the "Tasks" section -> "All Tasks".

3. Tap on the "Add Task" button.

4. Enter necessary information about the task, such as title, description, priority, deadlines, etc.

5. Add steps and checklists if needed.

6. Save the task by tapping on the "Save" button.

• Clarity and Detail: Ensure each task has a clear title and detailed description so employees understand what is required of them.

• Priorities and Deadlines: Set appropriate priorities and deadlines for each task to ensure they are completed on time.

• Recurring Tasks: Use recurring tasks for regular activities and important events.

• Timely Scheduling: When assigning tasks to employees, do so in advance so they can review their schedules accordingly.

- Need help organizing your workflow? Check out our Task Management guide to learn how to copy, repeat, and optimize tasks effectively.

- Ready to start working in the field? Visit our Task Execution guide to see how to complete tasks using the mobile app, even offline.