How can you automate task creation with Quick Tasks in SnapInspect?
Quick tasks on SnapInspect allow you to have tasks automatically created based on a specific rating being selected during an inspection.
How to Set Up Quick Tasks
In the SnapInspect web app, navigate to the Company Settings tab.
Select Settings and then General Settings and scroll down to Asset & Task.
Check the box next to 'Create Quick Task.'
Select 'View/Edit' beside the Task Category
Select 'Add New' and create a category based on a rating in your checklist, eg, 'Poor'.
Select 'Add New' in the bottom right-hand corner to save your category.
Please Note:
For a Quick Task to be created, there needs to be a task category that matches a Single or Multiple Check Rating within your checklist.
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.
How to Use Quick Tasks
After you’ve completed this, your quick tasks will be set up. When conducting an inspection and you choose a rating like 'poor' (for this example), a corresponding task will automatically be generated for that specific item and area. This task will be visible on the Web App as soon as the inspection is uploaded.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.