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. Please contact support@fulcrumapp.com if you are interested in enabling this functionality.

There are two ways to create a task:

  1. Creating a Task from the Task List

  2. Creating a Task from the Dashboard

Creating a Task from the Task List

  1. Select Tasks in the Left Menu.

  2. Select + Create Task in the upper right corner of the Task List.

  3. 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 their task.

  4. (Optional) Add Checklist to list out task steps or items that need to be inspected as part of the task.

    1. To add more than one checklist item, select Add Item or hit Enter on your keyboard.

    2. When your checklist items have been added, select Add To Task.

  5. Select Submit.

Creating a Task from the Dashboard

  1. Select Dashboard in the Left Menu.

  2. Select + Add Task in the upper right corner of the Upcoming Task List.

  3. Fill in all required fields and any other information that is relevant to the task.

  4. (Optional) Add Checklist to list out task steps or items that need to be inspected as part of the task.

    1. To add more than one checklist item, select Add Item or hit Enter on your keyboard.

    2. When your checklist items have been added, select Add To Task.

  5. Select Submit.

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