ZEBSOFT VIDEO TRAINING
Tasks and actions
02:38 · English · Anonymised demonstration · Transcript below
What this training covers
Plan, assign and complete tasks, including recurring work, linked records, evidence and progress updates.
Terminology, available options and workflows may differ with your configuration and permissions.
Video chapter guide
- 00:00 — Find the work
- 00:13 — Create a quick task
- 00:27 — Define the task
- 00:41 — Set recurring work
- 00:56 — Connect the context
- 01:12 — Explain and support
- 01:26 — Review the task
- 01:41 — Check the schedule
- 01:54 — Keep progress current
- 02:08 — Confirm completion
- 02:22 — Retain the history
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Video transcript
Open Tasks under Communication. The register brings assigned work together. Use the status cards, search and filters to find the work you need. The example shown is filtered to one training task.
Select New task to open the quick form. Enter a clear title, set the due date and choose the assignee. Private limits visibility to you and the assignee. Select More options when the task needs additional detail.
The full form adds a start date, scheduled date, reminder and priority. Describe the expected result and give the assignee enough context to act. Check the assignment before creating the task.
For recurring work, use Change beside Repeat and enable Repeat this task. Choose the frequency and when the series should end. Match the schedule to the work required, then select Done. This example is saved as a single task.
Open Categorisation and linking. Choose the category and, where supported, tag the relevant record. A ZAP workflow can guide the work. The form also offers document sharing, task type, a linked team and privacy controls.
Use Description to explain the required work and expected outcome. Expand Attachments to add supporting files, up to twenty-five megabytes each. Include the evidence the assignee needs to complete the work properly.
Open the task from its actions menu. Check the status, priority, due date and assignment. Use the tabs to review details, dependencies, any linked ZAP workflow, conversation, files and activity.
The Schedule tab brings the start date, due date and reminder together. Date history records changes to those dates. Review the timing when plans change so the task continues to reflect the work required.
Use Edit to update the task. The Status list includes Open, In progress, Missed and Completed. Keep the status aligned with actual progress, update the supporting information and save your changes.
When the work is finished, retain the result and supporting evidence before marking the task Completed. Use the Completed view to find it again. Completing a task does not replace any separate investigation or effectiveness review.
The Activity tab retains creation and update events with the user and time. Read this alongside the task details, files and conversation. Keep the task connected to the feedback, risk, change or other record that prompted the work.