In this article, we will show you how to schedule your own tasks and complete recaps out in the field!

NOTE: You must be granted permission by your manager in order to create your own tasks.

  1. Login in here (

  2. Select Work.

  3. Select New (this appears if you have permission to see it. If you don’t see it but expect it to be there, please contact your manager).

  4. Select what kind of activity you want to schedule first.

  5. Select the relevant program.

  6. Select the relevant products (based on your program selection).

  7. Select the relevant location.

  8. You can schedule events in the moment (‘Now’ is the default) or you can set a deadline to complete the report in the future.

  9. Click ‘Let’s Go To Work!’ Or ‘Save’ to be redirected to your newly created task! From here, you can check-in and complete the report.

If you would like to read more about how to complete the report go here!

Did this answer your question?