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Task Group

Task Group, as the name shows, it is the collection of tasks. When managers needs to add maintenance plan or inspection plan, they must add some tasks for operators.

You can use it to:

  • Configure the tasks.
  • Be quickly applied to inspection and maintenance plan.
Term Description
Pass/Fail It means that the task's result is pass or fail. The task can be whether the floor is clean, if yes, you can select pass as a result.
Text It means that the task needs text description.
Dropdown You can set some options about the task.
Range You can set a range of values for the task.

Add Task Group - Location

  1. Click "+Add"
  2. Input "Task Group Name"
  3. Select "Location" as the Task Group Type.
    Note: If you select "Location", you need to select its related location and it can be applied to "Group Inspection."
  4. Select "Service Type"
  5. Select Location
  6. Turn to add task order
  7. Toggle to switch if it's an optional task on the top right corner of each task
    Note: If you switch on the button, then the operators can skip the task when carrying out the tasks in the inspection or maintenance job on the mobile app.
  8. Input "Task Name"
  9. Select "Task Type"
  10. Select yes or no under "Work order required for abnormal task result?"
  11. Select yes or no under "Photo Required?"
    Note: You must select "Yes" when the task type is "Meter Reading"
  12. Upload "Attachments"(Optional)
    Note: The formats include:
    Documents: .pdf, .doc, .docx
    Spreadsheets: .xls, .xlsx, .csv
    Presentations: .ppt, .pptx
    Text Files: .txt
    Images: .jpg, .jpeg, .png
    Archives: .zip, .rar, .7z
    Videos: .mp4, .mov, .hevc
    Model: .dwg
  13. Click "+Add" to add one more task order(optional)
  14. Click "Submit".

Add Task Group - Combination

  1. Click "+Add"
  2. Input "Task Group Name"
  3. Select "Combination" as the Task Group Type.
  4. Select service type
    Note: This service type can be linked with inspection and then display corresponding task group.
  5. Select Related Location
    Note: It can be applied to Inspection. This location can be linked with the inspection location and then display corresponding task group.
  6. Turn to add task order
  7. Toggle to switch if it's an optional task on the top right corner of each task
    Note: If you switch on the button, then the operators can skip the task when carrying out the tasks in the inspection or maintenance job on the mobile app.
  8. Input task name
  9. Select location
  10. Select task type
  11. Select yes or no under "Work order required for abnormal task result?"
  12. Select yes or no under "Photo Required?"
    Note: You must select "Yes" when the task type is "Meter Reading"
  13. Upload "Attachments"(Optional)
  14. Click "+Add" to add one more task order(optional)
  15. Click "Submit".

Import Task Group

  1. Click "Import" on the top right corner of the task group list.
  2. Download the template.
  3. Fill in the template according to the template's filling instructions.
  4. Select the completed template and click "Confirm".