Atlas GxP Documentation
  • Welcome to Atlas
  • Feature Overview
  • Implementation Steps
  • Configuring Atlas
    • Add Users
    • Set up Roles
    • Procedures
      • Procedure Overview
      • Daily Tasks and Cleaning
      • Batch Records
      • Deviations
      • Product Spec Sheets
      • CAPA
      • Supplier Management
    • Documents
      • Documents Overview
      • Folders and Permissions
    • Checklists (Beta)
  • Using Atlas
    • Dashboard
    • Managing Tasks
    • Search
  • Getting Support
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  • Overview
  • The Tasks Tab

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  1. Using Atlas

Managing Tasks

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Last updated 5 years ago

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Overview

When people use Procedures (aka Forms), that’s when tasks are created. Tasks are how work gets done in Atlas.

What a Task looks like for an end-user.

Tasks can have any number of steps, with any configuration of questions.

The Tasks Tab

This is where you can manage and review what tasks are assigned to who. There are some basic filters on the left.

Pro Tip: These filters create a permalink that you can bookmark, to re-run the search later.