One Off Tasks in Opmetrix

One Off Tasks in Opmetrix HQ and App

Natasha Sahi avatar
Written by Natasha Sahi
Updated over a week ago

One-off tasks can now be created in the following modules:

  • Surveys

  • Objectives

  • Merchandising

  • Call Cycles

The one-off tasks can be created by selecting the tick box in HQ against that task.

One-off tasks will disappear from the task list and show in the side menu of that module in the App once complete once.

One-off Call Cycles are set in the Frequency area and are based off the Start Date.

Alternatively you can utilise the Excel import to bulk import one-off calls into Opmetrix. Add one-off into the Recurrence column for this.

One-off tasks will appear with blue icons in the App, whilst recurring tasks will appear with green icons.

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