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All task types are off by default. Tick which ones to enable for this site from the start month.
The site will be hidden from the dashboard and sidebar from the selected month onwards.
The site will be restored and visible on the dashboard and sidebar from the selected month onwards.
Which day of the month is this task due? (1–31)
Select one or more — if multiple are ticked, all must be ON for this task to appear.
This task only appears on sites where the selected payroll function is enabled.
Completing this task will prompt a revenue entry. The amount feeds into the Trackers.
By default this task only appears in the current and future payroll periods. Tick to also include past periods.
Which month should this task first appear? Progress for earlier months won't include it.
Which week should this task first appear? It won't show in earlier weeks. Past weeks where all existing tasks are already done will also be skipped.
Use the toolbar to format text, insert images, or embed a video from a pasted YouTube/Vimeo/Loom link (video icon).
Which day of the month is this task due? (1–31)
Which month should this task first appear?
Which week should this task first appear? Past weeks where all existing tasks are already done will be skipped.
Tag this login to one or more sections — it'll show up in each one.
How was this done?
Would you like to rate each category's work out of 10 before finishing?
Score this category's work out of 10:
Select the month from which the new category order should take effect. Earlier months will keep the previous order.
When set, this tracker turns on/off automatically for a site based on whether the selected function is enabled there — the per-site tracker toggle is ignored.
Which month should this task first appear?
Completing this task will prompt a revenue entry. The amount feeds into the Trackers.
Do you want to add this note to the Action List?
Tab to switch · Enter to select
This note carries forward every month. What would you like to do?
Which day of the month is this task due? (1–31)
Select one or more — if multiple are ticked, all must be ON for this task to appear.
Completing this task will prompt a revenue entry. The amount feeds into the Trackers.
Controls which months tasks with this frequency appear in.
Day of month tasks are typically due. Displayed as info only.