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Divisions help organize and manage business areas like Cartage or Cultivation, streamlining workflows and performance.
Divisions in TaskPilot allow you to organize and manage different areas of your business effectively. For instance, you can create separate divisions for Cartage, Cultivation, and other specific functions within your operations. This segmentation helps streamline workflows, allocate resources more efficiently, and track performance across various business areas.
In this guide, you will learn how to create new divisions, make edits to existing ones, and delete divisions that are no longer needed. Follow these steps to keep your business structure well-organized and optimized for success.
Log in to your TaskPilot account. In the sidebar menu on the left, click on Administration and select Divisions from the dropdown menu.
On the Divisions page, click the blue ‘+’ button in the top right corner. This will open a modal where you need to enter the name of the new division. After entering the name, click Add Division to save your entry.
Scroll through the list or sort by the Name column to locate the division you want to edit. Hover over the row with the division name to reveal the Edit icon on the right. Click the Edit icon to open a modal where you can update the division’s name. After making the necessary changes, click Save to apply the updates.
Hover over the division's name you wish to remove to reveal the Delete icon on the right. Click the Delete icon, and a confirmation window will appear. Confirm that you want to delete the record, and it will be removed from your list of divisions.
Managing divisions on TaskPilot is straightforward and efficient, ensuring you can easily add, edit, or delete entries as needed. For more detailed instructions or to explore additional features, refer to our comprehensive guide. Happy managing!
