Create and Manage Tactical Worksheets

The Tactical Worksheet feature will allow you to create a checklist for the command post identifying critical tasks that must be completed. 

In this article, we will explain:

  • How to add a task to the Tactical Worksheet in your Plan
  • How to edit a task on a Tactical Worksheet
  • How to delete a task from a Tactical Worksheet

ADD A TACTICAL WORKSHEET AND TASKS TO YOUR PLAN

To add a Tactical Worksheet to your Plan, navigate to your desired Plan and click the Master View menu near the upper-right corner of the screen to expand it, then click the Tactical Worksheet menu item (Fig. 1) under the Resources section.

Figure 1. The expanded Master View menu
Figure 1. The expanded Master View menu

The Tactical Worksheet screen will initially be empty (Fig. 2).

Figure 2. The Tactical Worksheet screen with Create Task button
Figure 2. The Tactical Worksheet screen with Create Task button

To add a task, click the Create Task button (Fig. 2, above) near the top-right corner of the screen. The Task edit screen will be displayed (Fig. 3).

Figure 3. The Task edit screen
Figure 3. The Task edit screen

Enter the Task Name and Additional Information (which will be displayed in a Plan's PDF worksheet) in the labeled fields (Fig. 3, above). Click the Save button when done.


EDIT A TASK IN A TACTICAL WORKSHEET

After a Task has been created, it can be edited. To begin, click the name of a Task on the Tactical Worksheet screen (Fig. 4) and the Task edit (Fig. 3, above) screen will be displayed.

Figure 4. The Tactical Worksheet screen with tasks
Figure 4. The Tactical Worksheet screen with tasks

Modify the fields as needed and click the Save button when complete.


DELETE A TASK FROM A TACTICAL WORKSHEET

To Delete a Task, first click its name on the Radio Template screen (Fig. 4, above).

After clicking a Task, the Task edit screen (Fig. 3, above) will be displayed.

Click the Delete button near the lower-right corner of the screen and then confirm deletion.