Tasks

In the Tasks tab, you can create two different types of tasks: Service type relates to a task for an employee, and Mechbot type relates to a task for a robot. In the New task modal window, you can create different types of tasks in the Service tab and Mechbot tab.

To retrieve detailed information about a task, select Review on a task box.

Tasks tab

How to create a task

  1. In the Control Panel, go to the Tasks tab.

  2. In the tab, select Create task. The modal window appears.

  3. In the modal window, select task type on the Other sidebar menu: Service or Mechbot.

3.1 Service tab

  1. In the sidebar, select a task type on the Calendar sidebar menu.

  2. Enter a task name.

  3. Select a service from the Choose Service drop-down menu.

  4. Select a user from the Assign To drop-down menu.

  5. Select a date in the Due Date box and (optional) time you want a task to be resolved in the Set time drop-down menu.

  6. To set estimation for a task, select options from the Expected effort (From and To) drop-down menus.

  7. Enter Description and (optional) add an attachment.

  8. Select Create.

Service tab in the New task modal window

3.2 Mechbot tab

  1. Select the Task from the drop-down menu.

  2. Select a system you assign the task to from the Choose System drop-down menu. You can add systems for your organization in the Device Manager.

  3. Select locations on the From and To drop-down menus.

  4. Describe task details in the Enter description box.

  5. Select Create.

Mechbot tab in New task modal window