Tasks Overview - Creating, Assigning and Viewing

Created by Josh Pike, Modified on Thu, 08 Dec 2022 at 12:26 AM by Josh Pike

Tasks are essentially a work order created by registered users in your account (your own plant) or by Hiring Clients managing their supply chains. They require an action to be logged, viewed, actioned and completed against a piece of plant. For example a Maintenance Task may be raised to fix a breakage, a leak etc.

Creating Tasks:

Tasks can be created in a number of different ways. (We look at each of these as a seperate article):

  • From a Checklist (for example a Pre-Start or Pre-Shift plant safety checklist)
  • From a Mobile Device in the field
  • Web Application via the Plant specific Profile page.
  • From the main Manage Tasks tab in the left menu bar
  • Note: if you are working for a Hiring Client and have been through their induction processes and your plant is linked to their accounts, they to have the ability to Create a Task for you.

Assigning Tasks:

Tasks can be assigned to specific users in your account:

  • When creating the Task
  • Manually upon opening and viewing the Task after it has been created
  • By a preset default setting > Account Settings > Default Assignees

Viewing Tasks:

Tasks can be viewed from:

  • A Plant specific Profile Page
  • From the main Manage Tasks tab in the left menu bar

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