Create a Site Task

This article helps you understand how to raise a site task form.

Updated over a week ago

Users on Asite having required privileges can create / raise a site task directly from web application, apart from 'Adoddle Field' app.

Detailed help is as mentioned below:

1. Go to 'Sites' tab and select the project in which a site task is to be raised.

2. Select the site and its location or sub location where you need to raise a site task.

3. Now click on location plan icon available at the top to access the drawing view.

4. In the drawing view, click on + icon available at the top and then click on the exact drawing area where site task is to be raised.

5. Select the form type 'Site Tasks'. It will allow you to raise a site task i.e. create a site task form. The 'Recent Apps' displays list of form types recently used (maximum of 5) in last 30 days for form creation, if any.

6. Key in the required details to proceed further.

Details required are:

Recently Created Site Task - Select a recently created site task if any, to copy and edit its details and create a new site task.

Task Type - Select a type for the site task you are creating. The values in this dropdown can be configured by creating a dropdown attribute with the name 'Task Type' using configurable attributes,

Department - Select a department for the site task you are creating. This will list values configured as defect types.

Subject - Select a title for this particular site task.

Description - Enter a description for the site task you are creating.

Start Date - Select a start date for this particular site task.

Expected Due Days - Enter number of due days expected.

Assign To - Select a user for assigning this particular site task.

7. Location icon - To select a location from available options in dropdown. In case the selected location is already calibrated, the location details will be pre-filled. Click here for detailed help on how to select a location for the form if required.

8. Distribute icon - To initiate distribution of this form. Click here for detailed help on how to distribute this form.

9. Attachment icon - To attach images, documents, audio or video recording files to this defects form. Click here for detailed help on how to attach external files to this form.

10. Verify the details once and click 'Send' to create the site task.

11. Newly created site task will appear in the listing as a site task.



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