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Add Guides to Tasks Using Job Assistant

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Quick guidde​

This demo showcases how to add a guide to a task using the Job Assistant feature in Readyteam. You'll see how this process helps streamline task management and ensure important steps are clearly documented.

Go to app.readyteam.ai​

1. Select Project​

Select project to begin editing the task details.

Select Project

2. Access Tools Menu​

Click the Tools menu to reveal tools for managing your task.

Access Tools Menu

3. Select Job Assistant Tool​

Click Job Assistant to open the tool that helps you add structured guidance to your tasks.

Select Job Assistant Tool

4. Initiate Guide Addition​

Click the designated area to start adding a new guide to the task using the Job Assistant.

Initiate Guide Addition

5. Choose Edit Task Option​

Click the edit option to continue the guide adding process within the Job Assistant.

Choose Edit Task Option

6. Choose Guide Option​

Click Guide to specify that you want to add a guide as part of the task instructions.

Choose Guide Option

7. Enter Task Guide Text​

Type detailed instructions or notes about the task in the Task Guide field.

Enter Task Guide Text

8. Update Task with Guide​

After entering the task guide text, update the task to ensure the guide is attached and visible within the Job Assistant.

Update Task with Guide

You have successfully added a detailed guide to a task using the Job Assistant in Readyteam. This process helps ensure all necessary steps and legal requirements are clearly outlined for efficient task completion.