Task Creation & Management – Deep Dive

Advanced Settings When Creating Tasks

While it is simple and fast to build a task that combines assets, people, and pinpoints there are several features in the ‘advanced settings’ area that enable you to add more flexibility and data collection to assignments. 

Task Meta-Data

  • Completion Location: Capture the GPS coordinates of where a task is completed.

  • Signature Required: Add a digital signature to the end of task.

Email Reminders

  • Send email when overdue: This switch sends an email to the recipients of a task when it has not been completed by the due date. They will continue to receive emails until the task is concluded.

  • Send email reports: This is a report for the administrator. You will get a daily email until all of the recipients of the task reach 100% completion or the assignment hits its end date. You can see the names of the people who have not yet completed the task.

Recurring Tasks

  • This feature automatically creates a recurring assignment. You can set the frequency of the recurring task (i.e. daily, weekly), as well as when you want the assignment to stop recurring. 
     

USE CASE

For example, you could create a weekly recurring task for someone that lasts until the end of the calendar year. Each week – at the time you set for the assignment to be created – the end-user would receive a push notification reminding them there is a task to be completed. Each recurring task would have its own status and completion records attached to it. 

Task Management

It’s easy to see the completion records for every task. Tap on the ‘All Tasks’ button. At the top of this view is a dashboard you can select if you wish to filter your assignments. But to drill into individual results simply tap on an individual task.

When you do that you will see a summary of the task that you have built. If you want to know who completed what and when simply tap on ‘‘view completion’. It will show you the entire completion history for the assignment. 

The CSV feature enables you - from within the app - to export a file into other corporate reporting systems.

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