Plannings & Tasks
Plan, assign, and track your team's work
By Jessica1 author15 articles
- How do I assign a task to a user in DataScope?Learn how to create and assign tasks to one or more users so they complete forms on a specific date, at a specific time, and at a specific place.
- How do I assign a task to a user group?Learn how to assign a task to one or more user groups
- How do I import tasks in bulk?Learn how to create many tasks at once from an Excel file
- How do I complete a task in DataScope?Learn how to complete an assigned task from the mobile app or the DataScope Web Platform.
- How do I view the description and task list of an assigned task?Learn where to check the description and additional tasks of an assigned task from the mobile app or the DataScope Web Platform
- How do I set up automatic reminders for assigned tasks?Learn how to set up automatic reminders so users receive a notice before an assigned task's due date
- How to reassign a task?Learn how to give more time to an overdue task, change its date or its user, and notify the user again from DataScope's Web Platform.
- Task Plannings in DatascopeLearn how to create and manage recurring task plannings
- Scheduling of assigned tasksDefine when a task will be sent to the user—immediately, at the start time, or days in advance based on the scheduled date.
- How do I integrate my assigned tasks with Google Sheets?Track your assigned tasks automatically by connecting them to a Google spreadsheet.
- How do I export the list of assigned tasks?Learn how to export the list of assigned tasks in DataScope and how to use filters to get the information you need.
- How do I see an assigned task's data in the PDF, Excel, and Google Sheets of an answer?Learn where to find an assigned task's data in your answers' exports and how to include it in a Custom PDF.
- How do I import and export plannings?Learn how to create several plannings and their tasks at once from an Excel file, and which columns to fill in on each sheet of the template.
- How do I create a planning?Learn how to create a planning of recurring tasks.
- How do I create and manage planning templates?Learn how to create, edit, and delete planning templates to predefine the setup of your plannings.