What does the Task feature do?
SnapInspect’s Task feature streamlines inspections by allowing users to assign, schedule, and automate tasks. Similar to work orders, tasks can be delegated to team members or contractors. Automated assignments ensure issues, like a damaged window, trigger tasks and email notifications instantly.
Where to locate Task Settings?
Go to the Company Settings within the SnapInspect Web App.
Select Settings, then choose General Settings.
Scroll down to the section labeled Asset & Task.
What is Task Category?
Task Category is a customizable label used to group and organize tasks based on the type of issue identified during an inspection.
How to Set Up Task Category
Select 'View/Edit' beside the Task Category
Select 'Add New' and create a category based on a rating in your checklist, eg, 'Poor'.
Click the blue "Add New" button in the bottom-right corner to save your changes.
Please Note:
If you check 'Web Share Complete' and assign a completion status, stakeholders will be able to complete a task from the web share link they receive when sent a task.
What is a Task Template?
Task Template is a pre-set template that you can create and customize for manual tasks in the web app. You can set up multiple templates to streamline task creation.
How to Set Up Task Template
Click on View/Edit next to Task Template.
Click on +Add New.
Fill in the relevant fields, then click the blue "Add New" button in the top-right corner to save your changes.
What is a Task Status?
Task Status allows you to label and track the progress of tasks. These can be customized to fit your company's needs. You can also assign colors to each status, making it easier for inspectors to assess the urgency of a task.
How to set up Task Statuses
Click on View/Edit next to Task Status.
Click on +Add New.
Enter the Status Name and select the color code.
The Primary checkbox sets the Task Status as the default status for all newly created tasks.
Click the blue "Add New" button in the top-right corner to save your changes.
What are Task Custom Fields?
Task Custom Fields allow you to attach custom information to your tasks.
How to set up Task Custom Fields
Click on View/Edit next to Task Custom Fields.
Click on +Add New.
Enter the Label name and select the Input type.
Enter Group name and Description where applicable.
Click the blue "Add New" button in the top-right corner to save your changes.
What is a Task Report?
Task Report is a detailed invoice that you can send to relevant stakeholders, providing a clear breakdown of completed tasks and associated costs.
How to Set Up Task Report
Click on View/Edit next to Task Report.
Click on +Add New.
Enter the Report Name and Description.
Click the blue "Add New" button in the top-right corner to save your changes.
Where to Edit/View All Tasks
In the SnapInspect web app, navigate to the 'Tasks' section.
Click the green 'Action' button next to the task.
From the dropdown, choose 'Edit Task.'
Make your edits, such as updating details or reassigning the task.
Click 'Save' to ensure all updates are saved.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.