What is a Task?
As part of Fulcrum's Intelligent Team Automation functionality, tasks represent assigned work. Examples of tasks include scheduled inspections, maintenance of assets, and fixes to issues that have been found.
NOTE: Your organization may not have our new Intelligent Team Automation functionality enabled. If you don't have Tasks and Issues enabled, you'll need to turn on Fulcrum's Intelligent Team Automation features to use this new workflow.
There are two ways to create a task:
Creating a Task from the Task List
Select Tasks in the Left Menu.
Select + Create Task in the upper right corner of the Task List.
Fill in all required fields and any other information that is relevant to the task.
NOTE: If the task is associated with a project, the assignee must have access to that project in order to see the task.
Set the Directions/Location of the task to enable the task assignee on the mobile app to launch a map app on their device (Google Maps, Apple Maps, Waze, etc.) to provide them with directions to the task location.
Add a Checklist to list out task steps or items that need to be inspected as part of the task.
To add more than one checklist item, select Add Item or hit Enter on your keyboard.
When your checklist items have been added, select Add To Task.
Link an app if filling out an app record is part of the task. For more information on linking apps to tasks, check out this article.
Creating a Task from the Dashboard
Select Dashboard in the Left Menu.
Select + Add Task in the upper right corner of the Upcoming Task List.
Follow the same steps as you normally would in filling out the task information (see section above).