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.
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.