Creating Tasks

Overview

Tasks can be created in two main ways: manually by users or automatically from inspection results. This guide covers both methods and provides step-by-step instructions for creating effective tasks.

Task Creation Methods

Manual Task Creation

Creating tasks manually gives you full control over task details and assignment:

1. Access Task Management: Navigate to the Tasks section
2. Click "Create Task": Use the create button in the toolbar
3. Fill Task Details: Enter all required information
4. Set Assignment: Choose who will complete the task
5. Set Deadline: Establish completion timeline
6. Save Task: Create and activate the task

Required Task Information

Basic Task Details

Every task requires the following information:

• Task Title: Clear, descriptive name for the task
• Description: Detailed explanation of what needs to be done
• Priority Level: High, Medium, or Low priority
• Due Date: When the task should be completed
• Assignee: Person responsible for completing the task
• Site Location: Where the task should be performed

Additional Task Properties

Optional but recommended task properties:

• Task Type: Categorize the task (maintenance, inspection, repair, etc.)
• Labels/Tags: Add custom labels for organization

Step-by-Step Task Creation

Step 1: Access Task Creation

To create a new task:

1. Navigate to the Task Management section
2. Click the "Create Task" button in the toolbar
3. Or use the "+" icon in the task list
4. The task creation form will open

Step 2: Enter Task Information

Fill in the task creation form:

1. Title: Enter a clear, descriptive task name
2. Description: Provide detailed instructions
3. Category: Select appropriate task category
4. Priority: Set task priority level
5. Due Date: Choose completion deadline

Step 3: Set Assignment and Location

Configure task assignment:

1. Assignee: Select the person responsible
2. Site: Choose the location where work will be done
3. Team: Optionally assign to a team

Task Creation Best Practices

Writing Effective Task Descriptions

Good task descriptions should:

• Be Specific: Clearly state what needs to be done
• Include Context: Explain why the task is needed
• Provide Instructions: Give step-by-step guidance
• List Requirements: Specify tools, materials, or access needed
• Set Expectations: Define what success looks like

Setting Appropriate Deadlines

When setting task deadlines:

• Consider Complexity: Allow adequate time for completion
• Account for Dependencies: Ensure prerequisite tasks are completed
• Factor in Availability: Consider assignee's schedule
• Add Buffer Time: Include extra time for unexpected issues
• Align with Goals: Ensure deadlines support overall objectives

Choosing the Right Assignee

When assigning tasks:

• Match Skills: Assign to someone with appropriate expertise
• Consider Workload: Don't overload team members
• Check Availability: Ensure assignee is available during task period
• Provide Training: Offer support for new or complex tasks
• Set Clear Expectations: Communicate requirements clearly

Next Steps

After creating tasks, you can:

• Learn about different task views
• Understand task types and categories
• Explore task assignment options
• Learn about managing task status