Web & Mobile3 min read

Creating Tasks

Learn how to create standalone tasks or generate action items directly from inspections on Web and Mobile.

Ways to Create a Task

In Algus, tasks can be created as Standalone Tasks (for general operational to-dos) or generated directly from an Inspection Question (to address a specific recorded defect).

1. Creating a Standalone Task

Web Application Steps

  1. Click the + Create Task button on the main header or Task List page.
  2. Title & Basic Details: Enter a clear, actionable Title (e.g., "Fix HVAC unit on 3rd floor"), select a Site, Resource, Assignee (user or user group), Priority, and Due Date.
  3. Select Task Type: Choose the Task Type (e.g., Maintenance, Safety Audit, Cleaning).
  4. Department Selection (Conditional): If Department Selection is enabled for the selected Task Type, a Department dropdown will appear allowing you to select the responsible department.
  5. Select Inspection Templates (Conditional): If Link with Inspections is enabled for the selected Task Type, select the specific inspection template(s) required for this task.
  6. Custom Fields: Complete any dynamic custom fields configured for that Task Type.
  7. Attachments: Upload supporting files, photos, or documents.
  8. Click Create Task.

2. Creating a Task from an Inspection

Creating a task directly from an inspection question links the action item to the audit response:

  1. While performing an inspection, tap or click the Action / + Task button next to a question.
  2. The task modal opens pre-configured with the inspection's Site, Resource, and question title.
  3. Select the Task Type, Assignee, Priority, and Due Date.
  4. Complete any required Department selections or Custom Fields.
  5. Attach photos or notes and save the task.

Real-World Operational Scenario

Scenario: Creating an On-the-Fly Maintenance Task During Walkthrough

  • Context: A facility supervisor notices a broken light fixture in a stairwell during a morning walk.
  • Workflow:
    1. The supervisor opens the mobile app, taps Tasks → +, and enters "Replace Broken Light Fixture - Stairwell B".
    2. They select Site: West Campus, Task Type: Electrical Maintenance, assign it to the Electricians Group, set Priority to Medium, and set the Due Date to Tomorrow.
    3. They take a quick photo of the fixture and tap Save.

❓ Frequently Asked Questions

Can I create a task without assigning it to a specific user right away?

Yes. Tasks can be created without an individual assignee or assigned to a User Group so team members can claim unassigned tasks later.

What happens to a task created from an inspection if the inspection is archived?

The task remains active in your Task List with its origin badge intact, preserving the historical reference even if the parent inspection is archived.