Tasks are a way to clearly evidence any corrective and preventative actions that apply to a record or inspection in your Papertrail account. It also helps improve communication and accountability between team members.

You can detail what needs to be done in a task, set a deadline for it to be completed by and assign users to carry out that task. Papertrail will also send email notifications to the assignees. The information on a task is saved in the record history and can be retrieved at any time.

For example, you've carried out an inspection on a helmet and found that it has a broken strap. You create a task for the Repair Manager to replace the strap and upload a picture of the faulty area to make it obvious where the problem is. The Repair Manager is able to identify the helmet easily by the linked record. They add a note to say the repair has been completed and close the task.

Tasks can have one of three states:

  • Open

  • Pending close

  • Close

Step by step

To access Task Manager in the web app, click on the icon shown below in the left hand menu.

This will display a list of all your tasks, along with information on the title, state, assignees, creator, created date and deadline.

To view the details of a task, click on one to open it fully. Here you can see the activity related to the task on the right hand side.

You can access Task Manager in the mobile app by clicking on the icon in the middle of the menu options between Folders and Notifications at the base of the screen.

Check out the other help articles linked below to find out more about creating, updating, managing and closing tasks in your Papertrail account.

Please note - If haven't got Task Manager on your account yet and you want to try it, please get in contact with us.

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Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

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