Adding a New Task

Instructions for how to add a new task from the Desktop or the APP.

Adding a new task via the desktop
Adding a new task on the mobile app

Adding a new task via the desktop

 

  1. You can add a task by:
    1. Clicking on the +Add Task icon in the top right corner - this will appear from any window
      Add Task Button
    2. or, on the left hand menu, navigate to Dashboard and click on the three dot menu in the Incomplete Tasks window
      Add Task 3 dot menu
    3. or, on the left hand menu, navigate to Safety Manager > Task Manager and click the Add New icon in the top right of the screen
      Task Manager - Existing Tasks
  2. Complete details of What is the task? and Task description as required.
  3. (Optional) Upload image(s) related to the task by dragging and dropping files from your computer into the image window, or click browse and select the image you wish to upload.
  4. Complete the following fields:
    1. Type - either
      1. General - all general tasks
      2. Corrective Action - tasks required to resolve an issue identified during an inspection
    2. Are there risks associated? Yes/No - if Yes workers are alerted to ensure they feel competent to undertake the task and to follow safe work procedures
      Are there risks associated?
    3. Assignee(s) - tasks can be assigned to
      1. an individual worker
      2. anyone - this effectively puts tasks in a bucket whe re anyone can pick them up and action them
      3. to a group or multiple workers for any one of the assignees to complete
      4. to a group or multiple workers to complete where all of the assignees must complete the task. To assign the task for multiple workers to complete tick the create a separate task per person checkbox
    4. Due Date and Priority fields
  5. (Optional) Add a Pin position. This marks the location on the farm map where the task must be completed
  6. (Optional) Add documents/links - click the arrow on the right of the form to expand the documents/links fields
      1. You can attach a maximum of three (3) Checklists, Policies or Procedures from within your Safe Ag Systems program. Use the drop down menus to select your desired document
      2. You can also add a maximum of three (3) links in the Add external links field - eg. Youtube video, website, etc. Label the link in the Display text field and click Add
      3. You can attach files saved to your computer using the Attach file(s) field. Drag and drop files from your computer into the file window, or click browse and select the file you wish to upload
  7. Click Save

Notification: When a task is assigned to an individual user, they will receive a notification via the bell at the top right of the desktop and App which the user can click on and it will open to the assigned Task.

Users on a mobile device will also receive a push notification (see below).

 

Adding a new task on the mobile app

Adding a new task on the mobile app

  1. From the mobile App 
    1. Tap the + Icon in the bottom middle of the screen plus icon
    2. or, from the main menu, select Task Manager > Add new task
  2. Complete the form as required
  3. (Optional) Upload image by clicking the Image icon
  4. Tap Save Task

Notification: When a task is assigned to an individual user, they will receive a push notification on their mobile device that a task has been assigned and needs to be completed.  Clicking on the notification will open the assigned Task.

IMG_0047

There will also be a notification via the bell at the top right of the Desktop and App which the user can click on and it will open to the assigned Task.

What's Next?