Tasks - Creating Task Lists

Tasks - Creating Task Lists


Task Lists are composed of various forms of specific site data available within SolarGain. The following section outlines how evidence from each available option can be added to Task lists for follow-up interactions.

Create Task Lists



When clicking the "Create task list" button, a modal pops up allowing the user to:
  1. Add title
  2. Add priority
  3. Add due date
  4. Assign a user (defaults to the task list creator)
  5. Add an optional description
  6. Share with individuals and/or organisations, selecting their access permissions
  7. Change the individuals and/or organisations access permissions



Adding Individual Items to Task Lists

Using the Task List icon, users can select, add and remove anomalies and other observations to or from a Task List. This can be done in various ways depending on the data source in the system.

Thermographic Inspection


Tasks can be added from a Thermographic report in the following ways:

List view

  1. Select one or many rows, and use the Actions dropdown to Add to Tasks
  2. When clicking on a row, a right drawer opens allowing one row to be added at a time

Map view

  1. When clicking on a highlighted module(s), a right drawer opens allowing one anomaly to be added at a time to a specified task list

Observations

Observations are the updated "visual reports" which offer much more consistency and flexibility in managing the images when on site.


  Tasks can be added from Observations in the following ways:

List view

  1. Select one or many rows, and use the Actions dropdown to Add to Tasks
  2. When clicking on a row, a right drawer opens allowing one row to be added at a time

Map view

  1. When clicking on a highlighted components or pins, a right drawer opens allowing item to be added at a time to a specified task list

 

Construction Monitoring


This can be done from the Map or Annotations view:

Map view
  1. Select an Annotation by clicking on the pin. The right drawer will open up and "Add to tasks" button will appear at the bottom

Annotations Tab
  1. For each row, there is an "Add to tasks" button that will allow adding to a Task List

Digital Twin



Once the search has returned the desired results, click on the "Add to Tasks" button to send all items to a task list.

Choosing the Task List

For all of the pages mentioned above, once having clicked on "Add to Tasks", the user is asked to select the correct Task List and add the Task description.



This modal will allow the following:
  1. Add to existing task list
  2. Add to a new task list
  3. Add a task title
  4. Add a task priority
  5. Add a due date 
  6. Select subtasks from a pre-defined template
Further information for managing tasks can be found by clicking this link

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