Task Types (Manager Dashboard)
To start using the Tasks module one of the first things you will want to do is create types for the different tasks so they can be categorized accordingly.
1. From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.
2. From the side navigation, go to Tasks > Task Types and click on the New Type button.
3. In the new window that opens, add your task type and select Save.
4. Repeat steps 1 through 3 for each task type you want to create.
Task Templates – Main Screen (Manager Dashboard)
Now that your task types are in place you’re ready to start building task templates for daily tasks or a series of tasks that must be completed when a certain situation occurs at your property (e.g., accident investigation).
IMPORTANT NOTE: Task templates can only be created using the manager dashboard.
1. From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.
2. From the side navigation, go to Tasks > Task Templates.
3. You can use the search box to quickly locate a template.
4. The STATUS column indicates whether the template is ‘Active’ or ‘Paused’. If ‘Active’, then each day all tasks associated with the template will be sent to the EDGEauditor app so staff can see they have tasks to complete. Templates can also be ‘Paused’ so if your resort is only open during the winter months pausing the template will ensure tasks are not being sent to the app when no one would be completing them. ‘Paused’ is also useful in cases where you want to create a series of tasks that must be completed but they are not part of daily checks (e.g., accident investigation).
5. The VIEW column will open up a read-only version of the template so you can see all the tasks belonging to it and the associated information for each.
6. The EDIT column allows you to edit any of the fields within a previously created task template.
7. The DELETE column will delete the task template. Any previously completed tasks associated with this template will not be deleted.
Task Templates – Creating a New Template (Manager Dashboard)
While still on the main tasks template screen, find the New Template button that is located in the top right-hand corner and select it.
1. Template Name
o Name your template – it should reflect the nature of the tasks so other users can easily locate it if they need to modify or pause it. This is a mandatory field.
2. Task
o Include a short write up of what the task is. In other words, the specific action you want the staff member to take. Examples include complete daily sweep report, clean and sanitize first aid area, shovel snow around all main entrances. This is a mandatory field.
3. Department
o You can assign tasks to different departments so when frontline staff access the Tasks module they can apply a filter to only see open tasks for their department.
o Departments can be added at https://resort.edgeauditor.com/departments
4. Area
o Similar to departments, you can also link your task to a specific area so when frontline staff access the Tasks module they can apply a filter to only see open tasks for a specific area.
o Areas can be added at https://resort.edgeauditor.com/areas
5. Feature
o Similar to departments and areas, you can also link your task to a specific feature. Features are ski runs, lifts, parks, trails or signs.
o If you use the same name across multiple features a short form will be added in brackets to the end of the name to indicate what feature type it is. The short forms used are as follows:
Ski Run = SR
Lift = L
Park =
Sign = S
6. Type
o This is where you can categorize the type of task being completed, such as admin, operations, inspection, accident investigation, trail checks and so on.
o Task types can be created at https://resort.edgeauditor.com/task_types
7. Priority
o You can assign a priority of High, Medium or Low so frontline staff know the level of urgency associated with the task.
8. Current Date
o If selected, as long as the template is in an ‘Active’ status this task will be due on whatever today’s date is.
9. Add Days
o This field can only be used if Current Date has been selected. It allows you to select a task due date from 1 to 30 days into the future. It uses the Current Date field to calculate it.
o This feature is intended for use with non-daily task templates. For example, if you created an accident investigation task template you could have a task of build investigation package and give the person responsible 3 days to complete it. So if today’s date is March 3rd (Current Date when the template is made ‘Active’) the due date would be March 6th.
10. Action
o A task can have an action of either ‘Complete Task’ or ‘Complete Report’.
o If ‘Complete Report’ is chosen a new field called Report Name will appear where you can select the specific report to be completed (IMPORTANT NOTE: this report needs to be added to EDGEauditor first before it can be selected). Action is a mandatory field.
11. Notes
o Allows you to add further details or instructions regarding the task.
12. Photo Placeholder image
o This allows you to add images to the task. The maximum file size of each image is 5MB.
o Accepted image formats are JPEG/JPG or PNG.
13. Add Image
o Selecting this button allows you to add more than one image to the same task.
14. Add New Task
o This will create a new task within the task template. It will contain all the same fields as the first task in the template.
o There is no limit to the number of tasks that can be added to a task template.
15. Remove Task
o If you added a task in error or need to modify your template in the future you can select the Remove Task button to delete a specific task, rather than the entire template.
16. Save
o Once you have added all your tasks, select the green Save button in the top right-hand corner of the screen. You will be redirected back to the main tasks template screen with a confirmation message that your template has been successfully created.
