The task tool provides a means for focused communication between Responder users and Manager users about specific actions undertaken during a mission. Tasks are created by mission analysts in Manager and assigned to a single Responder user to be fulfilled as part of the mission.
The task tool is comprised of the My Tasks and Task Details screens, but can also include the use of Reports (see Tasks with Reports below for details) and map interactions.
Every task has a status, which can be changed by either the mission analyst who created it or the Responder user who is assigned. By default, tasks are in an unassigned state until a mission member has been assigned, but can be changed to In Progress, Paused, or Completed as appropriate.
Tasks contain a few specific details, initially populated during task creation but editable by mission analysts later. The details required for any task to be created are name, description, and location. Optional details are task priority and due date.
Every task is displayed on the map, represented by a point. This point changes color to reflect the task's status, allowing Responder users to easily identify and distinguish them from other points on the map. Tapping a task on the map opens the Task Details screen.
My Tasks
The My Tasks screen (also known as the Task List) is the screen on which Responder users can view and access the tasks assigned to them. Only tasks assigned to them will be visible. Tasks assigned to other mission members will not appear on the map or in the My Tasks screen.
When the My Tasks screen is opened, the map will zoom to the Task Extent automatically, displaying all assigned tasks and allowing Responder users to view them on the map. The My Tasks screen also includes a Zoom to Task tool, which allows the user to zoom the map directly to any task in the list.
Tasks are displayed on the list in chronological order, with the newest at the top of the list. Every task is displayed with name, priority, and due date, along with the task status icon. Task priorities are denoted as Low, Medium, High, or Critical and displayed with a colored bar, for ease of identification in the list.
Tapping on a task in the list opens it in the Task Details screen.
Task Details
The Task Details screen displays all the information about a task included during its creation, but also has fields for Responder users to fill in.
At the top of the Task Details screen is all of the information given in the My Tasks screen, including the task name, description, priority, and due date. The task's description is given by the mission analyst and only visible from the Task Details screen.
On this screen, Responder users can change a task's status, add notes, or attach photos. After any of those actions, a user must tap the Update button for the change to be saved. Attempting to leave the task details screen after making changes, but before updating, will prompt a dialog to display, asking the user if they want to keep or discard those changes.
Note:
Task status and notes may be changed or edited at will, but an attachment cannot be deleted from a task once the task has been updated.
Change a task's status
Changing a task's status can only be done from the Task Details screen. Changing the status will change how a task is displayed in the My Tasks screen and on the mission map. A task may be changed between statuses at will. However, a completed task cannot be accessed again and is no longer displayed. This means that moving a task into Completed status and tapping the update button will cause the user to return to the My Tasks screen and remove the completed task from both the list and mission map.
To change a task's status, complete the following steps:
- Open the task's Task Details screen.
- Tap Edit Status.
- Select the status you want to change to.
- Tap Update Task.
Your task's status icon will be updated on both task screens and the mission map. If a task has a report attached to it, the Completed status will not be available. (See Tasks with Reports.)
Add notes to a task
Notes can be added to a task by the assignee, and will be visible to mission analysts after the task has been updated. Notes have a 400-character limit and can be used in a variety of ways, depending on the needs of the task.
To add notes to a task, complete the following steps:
- Open the task's Task Details screen.
- Tap the Notes field.
- Enter your desired text.
- Tap Update.
Notes can be edited up until the task has been placed in Completed status.
Attach photos to a task
Photos can be attached to a task to fulfill the task's requirements or provide additional information about a task. Photos can either be taken using the device's camera or attached from the device's gallery. The file types that are supported are JPG, JPEG, and PNG.
Note:
Photos can be attached and deleted as necessary up until the task has been updated. Once updated, an attached photo cannot be altered, replaced, or removed from the task.
To attach a photo to a task, complete the following steps:
- Open the task's Task Details screen.
- Tap the Add button.
- Select either the Camera or Gallery tool.
- Capture or select your photo.
- Tap Update.
Attached photos will appear in the task details screen.
Tasks with reports
During task creation, mission analysts have the option to require that a report be submitted to complete a task. In this instance, very little about the task is different, as the task will contain all the same tools and options as a normal task. However, Responder users will not have the option to move a task into Completed status until after the report has been submitted.
To submit a report as part of a task, complete the following workflow:
- Open the Task Details screen.
- Tap the Edit button in the Report Required field.
- Fill out the report. This includes selecting a location, filling out all required fields, and including as much information as you can in the optional fields.
- Tap Submit Report.
- Alternatively, you may tap Save Draft at any point while you are filling out the report. This saves all the information that you have entered and returns you to the Task Details screen, so that you may complete the report later.
Once the report is submitted, the task details screen is opened, allowing users to continue working on the task, updating or completing it as they can.
Mission lead capabilities
Mission Leads now have the capability of assigning tasks to mission members in more than just Mission Manager. Tasks are focused, geolocated responsibilities in the mission that can now be assigned by Mission Leads via Responder users and completed by members in the mission. Mission Leads can see tasks created and assigned to other people. A task requires a location, a task name, and a description. There are additional options for assigning a mission member, task status, priority, or due dates and letting the assigned member know that a report is required to complete the task.
In order to be assigned a mission lead role, the assignee must be a role of Publisher and above and a user type of Creator or above in the organization's portal. To create a task, complete the following steps:
- Open the Task tool.
- Type a title for the task in the Title field.
- Type a description of the task in the Description field.
- Designate a location using the location picker or by using the device location
- Optionally, assign a member or change the Status, Priority, Due Date, and Due Time values of the task.
- You can also use the Report Required drop-down menu to choose a report you want your mission member to complete.
- Click Create.
- Your task appears in the mission map and the Tasks feed.
Filter tasks
You can filter tasks based on the following fields to organize your tasks feed by Created By (Mission Lead Only), Assigned To, and Priority Status.
To filter tasks, complete the following steps:
- Go to the Tasks panel.
- Click Filter Tasks icon.
- Click Apply.
The Tasks feed updates based on your selection with the most recent on top.
To clear the tasks filter, complete the following steps:
- Go to the Tasks panel.
- Click Filter Tasks icon.
- Click Clear All.
- Click Apply.
The Tasks panel updates to display all tasks visible to the user.
Mission Leads can use Quick Filters to quickly see tasks that they create or were assigned to. To use Quick Filters, complete the following steps:
- Click Created by Me, Assigned to Me, or both.
- Click the one of the options above again to clear the filter.
The Tasks panel updates to display all tasks visible to the user.
Sort tasks
The Sort Tasks button allows you to sort your tasks based on key fields, as well as from most recent and least recent tasks. The Tasks panel is sorted by recently updated tasks by default.
To sort the Tasks panel, complete the following steps:
- Go to the Tasks panel.
- Click the Sort Tasks button.
The Sort menu appears.
- Click a key field in the Sort menu:
- Updated
- Assigned to Creator (Mission Lead Only)
- Status
- Priority
- Due Date
- Optionally, choose a sort direction. This changes depending on which key field you choose to sort by.
The Tasks panel updates.