When should I use this guide?
You want to create a task for equipment or a location
You want to be reminded of things like service or inspections
You want to assign a responsible person to a task
Requirements
You are logged into the system
You have access to equipment or a location
How to do it
In the app
Go to the equipment or location
Tap the Tasks tab
Tap the plus icon in the bottom right corner
Fill in the task:
Name: Give the task a name, e.g. “Inspection”
Description: Short information about what needs to be done
Due date: Select the date when the task should be completed
Recurring task: Enable if the task should repeat and choose an interval
User: Select who is responsible for the task (this person will also receive reminders)
Reminder: Choose if and when a reminder should be sent
Save
On the web
Go to the desired equipment or location
Click the Task tab
Click Create task
Fill in the form:
Title: Give the task a name, e.g. “Inspection”
Description: Short information about what needs to be done
Due date: Select the date when the task should be completed
Recurring task: Enable if the task should repeat and choose an interval
Reminder: Choose if and when a reminder should be sent
Responsible: Select who is responsible for the task (this person will also receive reminders)
Click Create
If it doesn’t work
Check that you have the correct permissions
Make sure the equipment/location is selected
Make sure all required fields are filled in
Tips!
Use recurring tasks for service and inspections
Always assign a responsible person for better follow-up
Use clear titles so tasks are easy to understand