Review a Task Board in the Task Builder

Overview

The Review & Confirm screen allows you to review the Sections, Tasks, Roles and Frequencies that have been configured before publishing the Task Board.

To access the Review & Confirm Screen click on the Review button at the base of the Create sections and add tasks page in the Task Builder.

Review a Task Board

Step 1 - Review Sections

Confirm all required Sections have been created.

Step 2 - Review Tasks

Review the tasks within each Section to ensure they have been configured correctly.

Step 3 - Review Assigned Roles

Confirm tasks have been assigned to the appropriate Role.

Step 4 - Review Frequencies

Confirm task frequencies align with operational requirements.

Step 5 - Make Changes if Required

If changes are required, use the Edit or Delete options to update the Section before publishing.

Step 5 - To Make Changes to Tasks

If changes are required to Tasks, use the Go Back button to update the Tasks in the Create sections and add tasks page .

Step 7 - Confirm and Publish

Once all information has been reviewed, select Confirm and Publish.

Good to Know

Reviewing the Task Board before publishing can help identify missing tasks, incorrect role assignments or duplicate activities.

Related Articles

• Create a Section
• Add a Task
• Assign a Role to a Task
• Publish a Task Board