Skip to main content

Task groups - Allows you to segment tasks by categories you define

Task groups can be defined to allow you to segment the tasks by uses

Richard Snaith avatar
Written by Richard Snaith
Updated over 6 months ago

The tasks groups can be defined in Settings > Tasks > Task groups

There are a number of usecases for tasks groups which allows you to filter tasks.

For example:-

  • Set Task priorities - Urgent, Important and Recommended could for example be set to allow some prioritisation to be set.

  • Summer Shutdown - Category would allow the maintenance team to view all tasks that are typically carried out during a shutdown period. The tasks may have dates also but this would allow you to see all Summer Shutdown tasks, and then you could further filter by locations or machines.

  • Calibrations / Certificates - View all calibration or re certifying tasks, which maybe are needed to show auditors.

  • Clean down tasks for Pharmaceutical or Food producers where having easy access to tradable tasks for auditors is made easy

The Group filter and display is available on the main task view

If you do not see the group filter you need to add the column to the view

This can be done by hover over the one of the column titles and click on the down arrow, the select columns and add the column needed -
​

Did this answer your question?