Tasks
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 ...
Using Task Templates
What is a Task Template? A template is a pre-defined list of subtasks that can be added when a user is adding tasks from: A thermographic or other report Observation(s) Annotation(s) from Development & Construction events A returned search from the ...
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 ...
Creating Task Lists
Create 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. When clicking ...
Managing Task Lists
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 ...
Sharing and Exporting Task Lists
Sharing Select the Edit button Select the Edit button icon from the Task List that is required to be shared. How do I share Task Lists? In this video, you’ll learn how to share task lists, manage permissions, and assign roles when collaborating with ...