Managing Tasks

After a task has been created, it can then be edited, completed or deleted, all from the task menu. To edit your tasks, head to the task menu -

From there, we have options to view upcoming tasks, completed tasks and our task schedule. The upcoming task shows all the individual tasks that are about to come up for all your trackers.

The completed tasks will show exactly that, finished tasks with all the associated data.

Lastly, the task schedule, shows all the task templates created, versus the individual tasks of the upcoming list. If you have a schedule of oil changes every 400 active hours that applies to all 25 excavators, it will list here one time, as a schedule. In the upcoming list 25 tasks, one for each excavator, will be listed.

Let's start with the upcoming tasks section.

From here, you will be greeted with a full list of all tasks. If you click the three dots to the right, you will see the full list of options for the task/tracker. You can complete the task, or edit the task. If you edit the task you will be taken to the page below -

You are able to edit the "due" parameters and adjust when the task will trigger.

Clicking the complete task from the menu in the list brings up -

From the completion page you can set the date the task was completed, add the current odometer, active hour count and who completed the task. You also have the option to add any competition notes that might be needed. Clicking the complete button will close the task and move it into the completed task section of the tool.

The completed list is just the list of tasks completed on the account. If you click into the task, a detailed view of the completion information is given.

Finally, the task schedule view allows for editing a schedule of multiple tasks, similar to editing a single task.

With each schedule being about to have the trigger and the trackers included changed. The title, description, and notes can also be adjusted as needed from this menu as well.

These are all the ways that the tasks and associated schedules can be modified after creation.