5. Tasks: How to Create Work Orders
Tasks in Visualogyx serve as your central hub for managing and tracking all your inspection assignments and to-do items in one place. Whether you need to conduct a new inspection, complete an existing one, or assign a generic task, the Tasks module streamlines your workflow and keeps your team organized and on track. Let's dive into the key features and benefits of using Tasks.
To create a new task:
- Go to the Tasks section from the main menu on the left.
- Click the "New Task" button on the top right.
- Enter a descriptive title for your task.
- Assign the task to team member(s) responsible for completion.
- Set the priority level and due date.
- Provide additional instructions or details to guide the assignee(s).
Visualogyx offers three types of tasks:
- New Inspection: Select "Conduct a New Inspection" from the "+ New Assignment" menu to initiate a new inspection task.
- Existing Inspection: Choose "Conduct an Existing Inspection" from the "+ New Assignment" menu and select the desired inspection from the list.
- Generic Assignment: For non-inspection tasks, select "Generic Assignment" from the "+ New Assignment" menu and provide a clear description.
The Tasks module in Visualogyx provides three main dashboards to help you manage and track tasks at different stages:
- Pending: This dashboard displays all tasks that are currently active and awaiting completion. It serves as your go-to view for monitoring ongoing tasks and ensuring timely progress. The Pending dashboard provides a clear overview of task details, including the title, assigned team, creator, assignee, priority, and status.
- Done/Cancelled: The Done/Cancelled dashboard shows tasks that have been either completed or cancelled. This view allows you to review and reference past tasks, keeping a record of accomplished work and cancelled assignments. The dashboard layout is similar to the Pending view, presenting essential task information for easy reference.
- All: Clicking on the "All" tab provides a comprehensive view of all tasks, regardless of their status. This dashboard combines tasks from the Pending and Done/Cancelled sections, giving you a complete picture of your task history. The All view is particularly useful for generating reports, conducting audits, or reviewing overall task volume and distribution.
In each dashboard, you can easily navigate through the task list using the provided filters and sorting options. Filter tasks by criteria such as due date, priority, or assignee to focus on specific subsets of tasks. Additionally, you can sort the task list based on various columns, such as title, team, creator, or status, to quickly locate the information you need.
The task dashboards in Visualogyx provide a clean and intuitive interface for managing tasks across different stages. By leveraging these dashboards effectively, you can stay organized, monitor task progress, and make informed decisions to drive productivity and ensure successful project execution.
Tasks in Visualogyx promote collaboration and communication among team members. Users can:
- Leave comments within each task
- Attach relevant files
- Provide updates
This centralized communication keeps all task-related discussions in one place, eliminating the need for scattered emails or separate messaging apps.
By leveraging Tasks, you can streamline your inspection management process, improve team coordination, and boost productivity. If you have any questions or need further assistance, our dedicated support team is here to help.
