A task is a “work package” containing:
- one or more forms
- prefilled data – usually fields like customer name, location, date etc. in the form header
- limits on how many times the forms can be filled out – from 1 to infinite
- task states – New, In progress, Ready for inspection, etc.
- attachments – files such as instructional PDFs and videos
Task templates contain settings for the first 4 items mentioned above: form names, “task details” for prefilled data, limits and task states. A template may typically be called “Inspection” or “Service” or the name of a site or a vessel.
At present task templates must be implemented on your server by Zegeba staff, but there will eventually be a Template Editor available in the Dashboard.
Pages in this chapter:
5 Managing tasks (this page)
5.1 Defining task templates
5.2 Creating tasks
5.3 Viewing tasks
5.4 Editing tasks details
5.5 Adding and removing task users
5.6 Adding attachments to a task
5.7 Updating forms in a task
5.8 Deleting tasks