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How to create a task on the mobile app
How to create a task on the mobile app
Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

Tasks have to be linked to a record within your Papertrail account. You can either create a task from a record or from an inspection if it relates to something found during that specific inspection

Step by step

To create a task from a record, click into the record, scroll down and tap Create a task.

To create a task when completing an inspection, click on the blue Add above the next inspection box. Don't forget you will need to Save the overall inspection after filling in the details and creating the task.

In the Add Task window, enter the title of the task and expand if you need to in the description box. Use the calendar to set a deadline date for the task. Take a photo or upload an existing photo to the task. You can also assign the task to one or more Papertrail users on your account. Click on <Unassigned>, then click on Assign next to the names of the available users you want to complete the task.

If you created the task from an inspection, you will now be returned to the inspection window (don't forget to complete the inspection and press Save). You can find the task you just created by going to the Tasks tab on the bottom panel.

If you created the task from a record, the task details window will now appear.

You can also add a note to the task by clicking on the + icon in the top right corner.

To view a list of all, created and tasks in your account, click on the Tasks tab on the bottom panel.

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