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Create a Task via the Web App

SnapInspect avatar
Written by SnapInspect
Updated over a week ago

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.

  • 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.

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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