Tasks: How to pick up a Task?
This article provides information on Tasks and how to pick up a Task on the Forsite app.
What are Tasks?
A Task is a job that needs to be completed within a defined period of time set by a Site Admin or Service Provider.
How to pick up a Task?
There are two ways a user can pick up tasks:
1) Via the Tasks menu
This will show a list of Tasks available to the user
2) During the check in process
Users are able to select the Task they are working on before checking in
Selecting a Task will open up the details for users to review.
Scroll down to view all the information and to accept or archive the Task
Upon selecting a Task, users will continue with the standard check in process. Once they have successfully checked in the Task will appear on the check in screen.
Once a user is ready to check out they can select 3 options:
- Will be continued later
- Yes- add photo/s
- Yes- without photo/s
How to update a Task?
Users can update their Task progress or add photos and notes at any time.
Onsite - Users can update their Task by selecting the Task on their check in screen or going to the Task menu.
Off site - Users can update their Task by going to the Task.
How to View/Add/Edit Photos and Notes
Photos - By selecting View/Add users can view or add their own photos
Notes - By selecting Add/Edit users can Add or Edit their own notes.
Work Order/Manual Task (App)
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Contact Details - View and Edit
Created 10.04.21 Applies to Forsite App v 5.0 + Note: Users cannot add themselves to a site management company unless the site management has allowed this functionality. Please contact us through live chat or email@example.com and we ...
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