Facilities teams, task owners and school administrators
School operations
Before you start: Agree who owns each type of request and which staff may approve or manage tasks.
Open School operationsActions depend on your school’s enabled modules, your permissions and the record’s current status.
Find your way around
Board · List · My tasks · Requests · Calendar · Overview. Select these tabs inside the module; scroll the tab row sideways on a phone.
1. Create and assign a task
- Open Board or List and choose the task-creation action.
- Enter a clear title, area/category, location, priority, owner and due date.
- Add the work description and save.
- Open the task record to check its ownership and next step.
What to check: The work appears on the board with an accountable owner and date.
2. Triage requests
- Open Requests and review new submissions.
- Check the location, urgency and requested work; obtain missing information if needed.
- Use the available triage action to accept/convert or reject the request.
- When creating a task, assign an owner and due date.
- Check the request’s outcome and linked task.
What to check: Each reviewed request has an explicit decision and an owner where work is accepted.
3. Progress and complete work
- Open My tasks or filter List to the responsible owner.
- Open the task and review its details and history.
- Update status as work starts, add notes and complete the available checklist items.
- Record the outcome before marking the task complete.
- Use Calendar for due dates and Overview to review unresolved or overdue work.
What to check: The task’s current status and history explain what was done and what remains.