How do I create site tasks?

- Site checks can be set up in the same way as planned work templates

- To get started, users can head to Settings and select Work Order Types

- From here, they can make sure they have Site Checks as an option 

- Next, users can head back to Settings and select Service Types

- From here, they can find the request type they want to use alongside the checks and make sure the Site Checks work order type is selected

- Next, users can head to the planned work template index under Compliance and select Create New Template 

- Users can fill in the form with the necessary details such as summary and description and make sure to select the request type they assigned the Site Checks type to

- The second step of the form will then allow users to create a task list. Here users can add and re-order tasks, as well as give the task list a name

- Users can then continue to complete the rest of the form as if they were completing a planned work template 

- Once saved, users can see their task calendar and schedules under the Site Tasks tab on the left-hand navigation