We have introduced a handy task management feature to capture Office, Admin, Staff ToDo's that need to be tracked.
No need to write them down elsewhere, simply Add, Assign, notify (optional) and then mark as Done once completed.
View all To-do tasks under the tabs
Tasks - show all list and to-dos added
Job tasks - show all to-do list and tasks added on jobs
My tasks - shows only tasks assigned to me
Templates - this is for configuring template To-dos to be added automatically on jobs by job type
Job tasks and My tasks can be searched by Job status, Job site or To-do type
Create a List & ToDo's
Click to Add a New List:
Give the List (group) a Name
Create the Task
Add the Task(s) required (1 or many)
Provide a Heading
Enter a Description (optional)
Assign to an owner (optional) from the dropdown (will take list from the Staff page)
Set a due date (optional)
Check if you want to send an email to notify the owner
Select a staff member to notify when done
Send to FiledInsight - This will send an email to FieldInsight support, if you need help with a feature, please email support directly on firstname.lastname@example.org or use the chat in the bottom right corner
You now have a set of Task's and relevant Tasks
Move Lists & To/Do's up/down the page
Drag and drop tasks
Upload files to a Task
Mark a Task as Done/Completed
Edit a Task
Delete a Task
Hide/Show done tasks
Move an Item in hierarchy
To move an item up or down simply hold the cursor on the item and then drag it to the section you want it moved to.
You can edit or delete a ToDo or a Task by opening the item and clicking the 3 vertical dots.
For a List, simply locate the Vertical dots and click to select Delete or Edit. To Edit you can also click the hyperlink name.
To delete a Task you need to open the Task and click the 3 vertical dots and select Delete.
Mark as Complete / Done
To mark a Task as Done, simply click the Done checkbox in the Task.
Upload a File(s) to a Task
Click the +File icon to open up the control to select a file.
Hide and Show completed tasks
Click on the three dots and select Show or Hide done