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Create a Task via the Web App

You can manually create a Task within the SnapInspect Web App.

How to create a new Task

  1. In the SnapInspect Web App, navigate to the Assets section.

  2. Beside the relevant asset, select the green Action button.

  3. From the dropdown, select 'Add Task'.

  4. 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:

  1. Click the Settings icon in the top right-hand corner

  2. Choose the relevant template

  3. Fill in the required details

  4. 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

  1. Start an inspection through the web app.

  2. In the inspection, click the three-dot menu next to the inspection item and select Add Task.

  3. 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.

  1. When creating the new task, click on Recur.

  2. 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.

  3. In Close On, select when the recurring task should stop.

  4. Review the upcoming task dates under Next.

  5. Click Done to apply the recurring schedule.

  6. You can then click Add on the main task page to create the task.

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.

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