To Do Tab

To Do Tab

To Do 

A simple and effective time/date ordered list of scheduled activity to be completed and includes Tasks, Training and Actions.

In the case that the user or their team has no scheduled activity this tab will be blank. 

  • Tasks   - A type of workflow configured in Zaptic to be completed through the app.

  • Training - A training module to be completed e.g. an SOP 

  • Actions - A specific instruction or workflow assigned to a user to resolve an issue.

    • Related Articles

    • Done Tab

      Done Tab The Done tab on the right-hand side shows completed activity.  Clicking into a specific task will open it’s timeline and allow users to view the data submitted within the task, add comments to the task and create actions. Click 1 to view the ...
    • The Timeline Tab (2.0)

      As simple as it sounds, the one place to see all current activity happening across a procedure both from the app and the portal. Opening the report modal from the timeline allows you to interact with the report in several ways.  1) You can leave ...
    • Boards

      Boards Tab The Boards Tab is an optional feature and it is the analytics of the data generated in the flows converted into meaningful information. An example of a dashboard is available below: Note: data below is just representative of a real ...
    • Procedures

      Procedures The procedures page is accessed by pressing the magnifying glass in the bottom left-hand side of the screen.  This opens a search style navigation screen allowing users to easily access a procedure page and it’s contents using the search ...
    • Viewing Tasks and Training

      Viewing individual report data has never been easier! You can view reports in several ways across the Zaptic platform:  1) Within the app (dependant on you being in the user who submitted the report's team) 2) Within the procedure Timeline tab in the ...