How To Use Tasks
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Written by SnapInspect
Updated over a week ago

What does the Task feature do?

With SnapInspect you can Schedule a "task" to be sent automatically when certain conditions are triggered. For example, when a window is marked as “needs repairing” on a maintenance inspection, SnapInspect can send an email directly to your contractor alerting them to the issue, through creating a task.

The task feature was created to give users more control when they are carrying out inspections. Tasks are Snap Inspects version of “work orders.” They allow you to quickly schedule actions directly to a team member, yourself, a handyman or anyone else that is relevant to the situation.

Simply put; Say you find a broken window in your building when carrying out an inspection, Tasks can be set up so that you can either email your contractor, owner, or client with important pictures, videos and detailed information about what the problem is, how you would like to fix it, how urgent it is and when you would like it done. Once you have recorded the task in-app, SnapInspect allows you to chose what to do with it once you return to the office. E.g., send to contractor immediately or wait for approval if you need sign off, etc.

This feature has been designed to maximize productivity for your inspection practices. Tasks allow our users to carry out their inspection process entirely with SnapInspect through automating repetitive processes

As always, SnapInspect will enable you to fully customize the email that gets sent when triggered by a task, including a company logo, picture, header and company theme colors, exactly how you can for your reports.

To set up Tasks go to company settings which is located on the menu tab on the left, once there scroll to the bottom box called "Asset & Task" this is where you can customize tasks to suit your individual and company needs.

This is where you can customize your task, and place them into categories that you create. Simply fill in the name of your category, click save, and it will appear in the app. This means once you complete a task you can assign it to the relevant category, e.g., maintenance work if the lawns need to be mowed or repair work for replacing things like doors and windows.

Task status is where you can customize the name of each task. We have chosen to use active, complete and awaiting approval, but you can change these to suit your company. You can also assign colors to each status giving inspectors any easy way to identify the urgency of each task quickly.

This section is where you can customize your task screen to suit your company needs. SnapInspect understands that each company has different expectations when conducting inspections, which is why we enable our users to fully customize their task screen. Think of what you would like your task screen to display and what information you would like it to request and fill out this section accordingly. You can also customize the answer required e.g. multiple choice, yes no button, etc.

Once you have set up how you would like your tasks to appear and be sorted, you can see the changes you made when you click on the "Tasks" tab of the left-hand navigation menu. This is where you can create tasks, assign them to individuals and also edit/update them.
 To edit a task scroll down to the asset the task was created for, click the green action button and then click "edit task."

Pictured below is the "Edit Task" screen. From here you can update any details of the task, From changing the date all the way to changing which contractor is being contacted for the job. Once you have made the necessary changes click the green "Update" button and the changes will be updated.

Lastly, The asset section of the tasks tab is where you can monitor live tasks. You can update Status, see when tasks are due and what is the nature of each task, and where it is located in each property.

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