Transitioning Existing Training Tasks to Our New Task Managment System

YOUR NAME => AGENCY SETTINGS => GROUPS => MANAGE [group name] => Training Tasks

This video walks you through the process of transitioning tasks from the old process (copying and pasting into text editors) to the new process of uploading an actual physical document to be viewed as your task.

The main steps are:

  • Create a new Training Task in COPFTO to replace the existing Training Task.
  • Copy and paste content from the existing task into a Word document.
  • Save and upload the Word document into the new task.
  • Activate the New Training Task.
  • Retire the old Training Task.

We are always happy to assist with transitioning your tasks, simply contact us via our support system for assistance.

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