Creating a Task

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VIDEO

Learn the basics of creating a task, adding pictures, and providing markup to those pictures.


STEP-BY-STEP

Step 1

Select your Department/Restaurant/Store

Step 2 (optional)

Search for your equipment or asset that your are creating that task about

Step 3

Select the type of task you are creating. If you need something Fixed, press fix; if you "Need" something, press need; etc. At this point, you'll be redirected to the Task Creation page.

creating a task

Step 4

Enter a brief description of the task.

Step 5

Verify / change the person assigned. The default should generally be the right person.

Step 6 (optional)

Add picture(s) or documents.

Step 7

Press Save to complete the task.

 

 

 

creating a task - 2

What Happens Next?

When a task is saved, email and/or text messages will be sent to the person (and optionally vendor) assigned to the task and the task will be added to that persons task list. Nothing will be forgotten!

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