HT Mobile App: Create Pre-Task Plans

Create a Pre-Task Plan

1. Go to the Project and click New Pre-Task Plan.

2. Enter the required details:

   • Work Date & Time

   • Employer

   • Title

   • Description
     Then click Create.

3. Complete the following sections (swipe left on mobile to move between sections):

   • Location: Enter the location of the PTP

   • Tasks, Hazards & Controls: Add the task, identify hazards, and include control measures

   • Attendees: Add signed-in workers and other attendees

   • Observations: Enter observations and click Submit

4. Review all details for accuracy before finalizing.

5. Click Save to keep a draft (can be edited later), or Submit to finalize the plan.

   • Once submitted, editing may be restricted depending on project settings.

   • Submitted PTPs will be sent to the Main Contractor for approval.