TASKS

The Tasks tab is a feature designed to enhance the management and execution of work orders. It allows users to create and manage tasks independently, providing additional context and guidance to the personnel responsible for completing the work order. This ensures that all necessary steps are followed, and the asset is properly managed.

Below is a detailed guide to help you navigate and utilize the tasks menu efficiently.

Key Sections:

1. Create a New Task
2. Edit Task
3. Search/Filter Tasks
4. Tips for using Tasks Menu

Create Task

Users can create a new tasks by clicking on the 'Add Task' button on the top right corner of the page.

Creating a new task includes filling out basic task details, and attaching task fields to correspond to the assigned task.

Step1: Fill in Task Details

• Name*: Enter a name for the task to clearly indicate the action to be taken. 
• Category: Select the appropriate category from the dropdown. This helps in organizing tasks and can include categories like "General Maintenance", "Safety Check", etc.
• Description: Provide a detailed description of the task to give the field personnel a summary of the tasks to be completed.

Step 2: Add Task Fields

Task fields can either be imported from library if already available by clicking on 'From Library' in the dropdown menu or can be added at the time of task creation by clicking on 'New Task Field'. 

New Task Field:

Create a custom field by specifying the field name, field type, and a description(if required).

There are six field types which can be used:

• Yes/No - Useful when the task requires a straightforward confirmation or denial. 
• Check Box - Used when a simple acknowledgement of a step being done is required.
• Number - Useful for tasks that involve measurements, counts, or other quantifiable information.
• Pass Flag Fail - Used for inspections or evaluations where a more nuanced result is needed.
• Text - Ideal for tasks required detailed notes, descriptions or observations.
• File - Useful for including documents, images, or other relevant files that provide additional context or information.

Below are examples of using different field types for 'Inspect Connections' tasks. You can set a default value for each field.

Yes/No:
Check Box:
Number:
Pass Flag Fail:
Text:
File:

From Library:

You can import task fields from a saved task in the system using this option. 

When you click on 'From Library', a menu displaying a list of all saved tasks is shown(See below). You can select one of those tasks to apply their fields to your current task automatically.

Edit Tasks

Tasks can be edited by choosing a task, clicking on three vertical dots next to 'Add Task' and click 'Edit' from the dropdown menu. You can also view/delete tasks from this menu.

You can make changes to the name, category and description of the task. You can add additional task fields 'From Library' or by creating 'New Task Field' as explained in the previous step.

After making the necessary changes, click the 'Update' button to save changes. Your modifications will be applied and the task will reflect new fields or updated information.

Note: The updated task information will not be applied to already created work orders with the task.

Search/Filter Tasks

The Search and Filter tasks feature allows users to quickly and efficiently find specific tasks. 

Search Bar:

You can type in any keyworks that appears in any of the task columns. The search function is flexible and will display tasks that match the entered keyword anywhere in their details.

Filter Button:

Next to the Search bar is the Filter button. Clicking this button opens additional filter fields that let you narrow down the tasks based on specific criteria.

The available filter fields include:

Task Name: You can enter part or all of the task name to find relevant tasks.

Description: This is useful for finding tasks that include specific instructions or details.

Category: You need to enter the full category name to apply this filter effectively.

Tips for Using Tasks Menu

1. Click 'Add task' to create new tasks with detailed fields and choose appropriate field types to capture necessary data.
2. Save time by selecting pre-defined tasks from the library when creating or editing tasks.
3. Regularly update and manage tasks to ensure all necessary steps are included for work orders.
4. Combine search and filter options to locate tasks quickly and efficiently manage workload.