You can manually create a Task within the SnapInspect Web App.
How to create a new Task
In the SnapInspect Web App, navigate to the Assets section.
Beside the relevant asset, select the green Action button.
From the dropdown, select 'Add Task'.
Fill in all relevant details and select 'Add'.
If you already have task templates set up, you can use them by following the steps below:
Click the Settings icon in the top right-hand corner
Choose the relevant template
Fill in the required details
Click Add
Managed By: This field assigns the individuals responsible for completing the task.
Followers: This field assigns individuals who will receive email notifications whenever someone comments on the task.
Email Reminder: This field allows you to choose a Task Reminder Email. To use it, you must first create a Task Reminder Email in the Email & Templates section. Once set up, the reminder email will be sent a specified number of days before the task's due date.
How to Create a Task During an Inspection on the Web App
Start an inspection through the web app.
In the inspection, click the three-dot menu next to the inspection item and select Add Task.
Complete the task details, then click Add.
Please Click Here to access our article on Starting an Inspection on the Web App.
How to Create a Recurring Task
When creating a task, use Recur to automatically repeat the task on a set schedule.
When creating the new task, click on Recur.
Next to "Repeat Every:", enter how often the task should repeat and select the time interval.
If you use Weeks or Months in "Repeat Every:", you can select and deselect times that you don't want the task to recur through "Repeat On:". Items in the "Repeat On:" are selected when they are in green and are deselected if in gray.
In Close On, select when the recurring task should stop.
Review the upcoming task dates under Next.
Click Done to apply the recurring schedule.
You can then click Add on the main task page to create the task.
Recurring Task Dates
The date used for a recurring task depends on the Task Start and Task Due dates:
If a Task Start date is set, the recurring task will repeat based on the Task Start date.
If there is no Task Start date but a Task Due date is set, the recurring task will repeat based on the Task Due date.
If both Task Start and Task Due dates are set, the recurring task will repeat based on the Task Start date.
For example, if Task Start is October 1 and Task Due is October 15, and the task is set to recur monthly, the recurrence will be based on October 1.
Please Note:
If email automation has been set up, these tasks will be automatically sent out to relevant stakeholders.
A task template must be set up for the email reminder to work.
For more Information on setting up the Task Feature, Please Click Here.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.