Create a Task

Steps

1. 1

   Go to Tasks in the left sidebar and click New task. Choose Generate with Saige to draft from a document, or Start blank. Either way the task opens as an editable draft.

2. 2

   Type a title at the top (for example "Morning open" or "Sterilization run"). Add an optional description underneath.

3. 3

   Click Add step for each item on the checklist. For each step, type a title, add optional instructions, and reorder by dragging the handle on the left.

4. 4

   Click Done to leave edit mode. Under the title, use the schedule pill (the clock) to pick how often it repeats: one-time, daily, weekly, or custom.

5. 5

   Click Publish in the top-right. The task goes live immediately, and recurring schedules begin generating instances on the cadence you chose. Then use Share to assign it.