Introduction
Use Tasks when reporting something that needs to be documented, followed up with, and communicated about over time. For example, use Tasks for maintenance items, injuries, incidents, or any other issue type you want to use.
"Maintenance" is a default categories with this feature, and you can create additional custom categories for issue types to stay organized.
Tasks can be sent to a person outside of your organization. Maintenance issues, for example, can be sent directly to a vendor by email as a work order.
Tasks live on a location's feed until they are marked resolved and can be seen by all users in that location, even if it assigned to one specific user.
Quick Links
Create Custom Categories
Creating custom Tasks can be done from the settings page, or from the Tasks Table on web. See video for a quick tour.
Creating an Task on Mobile
To create a new issue on mobile, tap the blue plus button from your dashboard or store feed, and select Tasks. You'll be prompted to select a category for your Task, then provide additional details such as a name for the issue, a description or more details about the issue, and select who needs to be notified about this.
Once the Task is created, it will live on the store's feed until it is resolved. Users can open the issue, leave comments, upload more photos and attachments. This creates a timeline and a digital paper trail of progress on this issue.
Tasks are a great way to manage the progress of something that may require time or a team's effort to complete.
Creating an Issue on Web
To create a new issue on web, go to the Tasks Page, and find the blue " + Task " button in the top right corner.
Fill in the fields with the relative information about the issue. Title it, select an issue type, connect it to the location and add any important details, documents, or photos. You can set a priority and you can assign this issue to as many positions as needed so the right folks know about it.
If it's applicable, you can also Schedule this issue, if something needs to be done in a certain timeframe. Click the box for "Schedule in advance" and schedule it. This works just like the scheduler in List templates.
Once Tasks are created, you can keep track of them on the Tasks table. Open an issue to view all the details, timeline of events, and update the status.
Each Task has a number, and a unique URL, allowing you to reference them and send links to other users. We also offer custom Tasks status, that you can change to keep tabs on the progress.
Once an issue is resolved, you can change the status to "Completed" and will move from the open Tasks table to the completed Tasks table.
Once an issue is resolved, you can change the status to "Completed" and will move from the open Tasks table to the completed Tasks table.
You also have the option to use @mentions on the web. Tag a user in Blanket to send them an email or text notification that you mentioned them in an issue thread.
