Using Tasks on the SnapInspect Web App
The Tasks feature in SnapInspect helps you track, assign, and complete inspection or asset related follow-ups directly from your dashboard. This ensures that nothing slips through the cracks after an inspection. Below is a breakdown of the main features and how to use them effectively.
Task List Overview
The Task List provides an overview of your tasks and their current details. Use Columns to choose which information is displayed in the list.
The standard task information includes:
Managed By: The user responsible for managing the task.
Task Start: The task's start date.
Task Due: The date the task is due.
Category: The category assigned to the task.
Priority: The task's assigned priority.
Item: The inspection item associated with the task, if applicable.
Inspection Info: The inspection associated with the task, if applicable.
Additional columns can be displayed by clicking Columns, including:
Description: The task description.
Address: The property address associated with the task.
Creation Date: The date and time the task was created.
Internal ID: The task's internal ID, if enabled for your account.
Depending on your account configuration, additional columns may also be available:
Pricing: Displays task pricing information when cost tracking is enabled.
Custom Fields: Displays any Task Custom Fields configured for your account (i.e., PO Number or Tenant Responsibility?).
Select or deselect an option from Columns at the top right corner of the Task tab on the web app to show or hide that information in the Task List.
Sorting the Task List
Sort the Task List to organize tasks by the information most relevant to you.
Please Note: By default, the Task List is sorted by Title in ascending alphabetical order.
Tasks can be sorted by:
Title
Managed By
Task Start
Task Due
Category
Priority
Creation Date
Click a column title to sort the Task List by that column. Click the column title again to switch between ascending and descending order.
Gray sorting arrows indicate that the column is not currently being used to sort the Task List.
Filters and Search
Use the filters at the top of the Task List to quickly find and narrow down tasks.
The standard filters include:
Building & Unit: Filter tasks by property or unit.
Assignee: Filter tasks by the user assigned to manage them.
Due Between: Filter tasks by their due date.
Priority: Filter tasks by priority.
Keywords: Search for tasks using keywords.
Additional Filters
Click the red + button to add additional filters to the Task List, including:
Created Between: Filter tasks based on when they were created.
Asset Archived: Filter tasks based on whether the associated asset is archived.
Category: Filter tasks by Task Category.
Status: Filter tasks by their current status.
Asset Custom Info: Filter tasks using Custom Asset Information.
Task Custom Field: Filter tasks using configured Task Custom Fields.
Inspection Type: Filter tasks by the associated Inspection Type.
Completion: Filter tasks based on their completion status.
Multiple filters can be used together to further narrow down the tasks displayed in the Task List.
Task Details
Select a task from the Task List to view and manage its details. The task page displays information about the task, its associated Asset/Building/Unit, and any related inspection.
Basic Info
The Basic Info tab contains the following information:
Category: The category assigned to the task.
Managed By: The user responsible for managing the task.
Followers: Users following the task.
Description: Details about the task and the work that needs to be completed.
Media: View existing task photos or add additional photos.
Property Address: Displays the Asset/Building/Unit associated with the task.
Contacts: Click Contacts next to the property address to view contacts associated with the Asset/Building/Unit. Contacts are grouped by Active and Inactive status, with their contact details and available communication options displayed.
At the top of the task page, you can also view the task's Status and Priority, mark the task as completed, and save any changes.
Schedule, Comments, Vendor, and Activity
On the right-hand side of the Basic Info tab, you can access:
Schedule: Set or update the Task Start, Due Date, Reminder, and Recur settings.
Comments: Internal comments related to the task that you can view or add to.
Activity: View the task's activity history.
For instructions on setting up recurring tasks, please refer to How to Create a Task via the Web App.
Additional Task Tabs
Depending on your account configuration, the task page may also include:
Sub Tasks: View and manage subtasks associated with the task.
Custom Info: View or update configured Task Custom Fields.
Blueprints: Access blueprints associated with the task.
Clock In/Out: Track time spent working on the task.
Cost & Pricing: View and manage task-related costs and pricing information.
Click Save after making changes to the task details.
Actions Menu
The Action button on each task opens a dropdown menu. From here, you can:
Edit Task
Send via Email
View Task Link
View Task Reports
Update Task Status
This ensures tasks move seamlessly from issue detection to resolution.
Asset Archived Icon and Filters
Tasks associated with archived assets remain visible on the Tasks page and are identified by the Asset Archived icon.
This allows you to continue viewing and managing historical task records without needing to restore the archived asset.
You can use task filters to locate tasks associated with archived assets and continue tracking related activity, status updates, and task history while keeping active and archived asset records organized.
To add the Asset Archived to your Task Tab Filters, click on the red "+" icon and select Asset Archived. From there, you can choose to display Not Archived or Archived.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.