Sort and move tasks at a local level

Compliance allows you to sort and move tasks at a local level to control the sequence of compliance actions within your venue. This helps ensure that daily workflows follow the most logical and efficient order for your team.

Start from: The Compliance local overview.

Sort tasks

• Navigate to My Location > Tasks.

• Open the specific area you wish to edit.
• In the checklist, select Sort Tasks.

• In the task list, drag and drop to change the order of tasks.
• Once you have reordered, select Save to register the changes.

Notes: Changes take effect immediately for your site. Central templates remain unchanged.

Move tasks between checklists

You can also move tasks between checklists at the local level:

• Locate the task you want to move.
• Use the Move option.

• Choose the destination checklist from the dropdown.
• Select Move.

Originally published at https://help.mapal-os.com/compliance/local-level/my-location/tasks-my-location/sort-and-move-tasks-at-a-local-level/