How to create a task
Select the Three Dots: During an inspection, click on the three dots located to the right of the item for which you want to create a task.
Open the Action Menu: In the Action menu that appears, select Tasks.
Click "New": In the top-right corner of the Tasks section, click the New button to start creating a task.
Fill Out Task Details: In the "Create Task" menu, enter the required information for a more customized and comprehensive task setup. You can include specific details to tailor the task.
Task Name: The title identifying the Task.
Task Description: Description of the task's objectives and requirements.
Task Category: A classification for similar tasks for easier organization.
Due Date: The deadline by which the task needs to be completed.
Assign to: The individual or team responsible for completing the task.
Status: Current Progress of the task (e.g., pending, in progress, completed).
Photo: An optional image attachment to provide visual context for the task.
Video: An optional video attachment to further illustrate task details or instructions.
Save the Task: After filling in all the details, click the Save button in the top-right corner. Your task will be created in the account against the asset you're inspecting.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.