Daybook to Tasks Migration Checklist Report

This Excel spreadsheet supports you in preparing for your Daybook to Tasks migration.

Outstanding practice Daybook tasks migrate to Tasks. Review the OUTSTANDING_TASKS tab and complete as many of your outstanding tasks as possible. Tasks assigned to inactive staff should be re-assigned to an active member of staff or completed.

Daybook Announcements do not migrate to Tasks. Review the LIVE_ANNOUNCEMENTS tab and make a note of any announcements you wish to re-create following migration.

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Training Tip - If you have no outstanding tasks or live announcements the relevant tab does not display on your report.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.