Tasks - Sharing & Exporting

Tasks - Sharing & Exporting

Sharing

Select the Edit button

Select the Edit button icon from the Task List that is required to be shared.



Add User / Organisation

Add user / organisation that you want to share the Task List with. Task Lists can be assigned to Organisations or individual users.




Permissions & Roles

When users hover over the blue “Info” icon next to the Role, the list of roles available when sharing Task List appears (as seen on the right).




Exporting

Download CSV, Excel or PDF

Clicking on the dropdown at the top of the Task List page exports a CSV or PDF copy of the Task List.



The differences between the export formats are:
  1. CSV
    1. This will be downloaded immediately to the logged in users device
    2. This contains the raw data from the task list (i.e. no images)
  2. Excel
    1. This report will be emailed to the logged in users address
    2. This will be a much bigger file and contain all data and images
  3. PDF
    1. This report will be emailed to the logged in users address
    2. This report is a pre-formatted report for use for any reports (e.g. preventative maintenance, warranty claims, etc.)
Example Excel report

    • Related Articles

    • Tasks FAQ's

      General What is a Task List? A Task List is a collection of individual tasks grouped under one title. It’s meant for managing sets of related tasks (e.g. maintenance checks, site inspections) rather than single tasks. How are tasks different from ...

    • SolarGain Mobile - Using tasks

      Task list functionality in the mobile app allows you to visualize all lists created from the SolarGain portal to execute and monitor works on site, as well as editing and updating their status. Task List Main Screen My Tasks/All Tasks Task list ...

    • 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 ...

    • Tasks - Task List Management

      Task List Overview Each Task List item when selected either from the Map or the List will expand the task’s information panel on the right. This panel contains all the original and running information for that item. Task List Item The image below ...

    • Tasks - Managing Subtasks

      Adding subtasks There are 2 ways to add subtasks: Subtasks can be added and managed in the Task List itself Subtasks can be created in a Task Template, located in the left menu on a portfolio level, meaning these templates can be used in the Task ...