5. Tasks: How to Create Work Orders

getting started with tasks getting started with tasks 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 creating a new task creating a new task 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) assigning inspections and generic tasks assigning inspections and generic tasks 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 navigating task dashboards navigating task dashboards 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 collaboration and communication collaboration and communication 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