Every project has various tasks that we create and assign to a specific administrator in Scheduling → Tasks
.
The existing tasks can be searched by Project, Stage or Partners.
Tasks can be created by clicking the Add
button at the top right corner of the page:
When you click it, a sidebar will appear where you can enter the information for the task. Then click on Save
:
After creating the task, you can edit it by clicking either the task name or the View icon .
You can edit the task overview, mark checklist steps, log time spent, edit the task description, add related tasks, reschedule the task, assign responsible individuals, or simply check the activity log:
You can also apply an advanced search with Filter
button located at the top right corner of the Tasks window. With this feature, tasks can be filtered by Condition (All, Open, Closed), Period, Customer/Lead, Task ID, Priority, Assigned to, Location or any Text in tasks.
Click the View icon to open the task details:
On the task page, there will be the following sections: Actions, Details, Description, Attachments, Related tasks, Additional information, People, Timing, Travel time, Worklog, Checklist, Activity log.
Each task contains action buttons that enable you to do the following:
The comment will appear in the Comments section below:
The information will appear in the Worklog section:
Add coordinates related to the task on the map:
You can view the archived tasks related to a certain customer from their Information tab:
From here, you can enable or disable notifications for the task and set the time for notifications if they are enabled:
By clicking this button, you can print out the information related to the task:
Click on the text to edit the description. Here you can apply styles, add links and images, etc.
Here, you can upload files related to the task:
Click the Add
button to select a task related to this one.
Here, you can select a location and enter the address:
In this section, you can view the reporter, assign the task to a certain admin, and add watchers for this task by clicking the plus icon:
Here, you can see when the task was created and updated. If the task was scheduled, additional fields will be shown where you can set the date and duration for the task:
Click on the calendar icon to view the task on the calendar:
You can edit the date and duration by clicking on the respective fields:
By clicking on the download icon , an ICS file will be downloaded that you can use in other calendars outside of Splynx.
You can specify the travel time to the task location and the time from it:
This section allows you to track the time spent working on the task:
It is possible to use a custom checklist for various purposes like customer connection, new installation, etc.
Another feature that optimizes your functionality with tasks is an activity log located at the bottom of the tasks window. It allows you to track all the activities performed within the task, as well as check the worklog and task comments.
With the following action buttons, you can View
, Close
, or Delete
existing tasks:
To close a task, click the Close icon next to it:
You can also close a task by opening it and clicking the Close
button located at the top right:
To access all of your closed tasks, you can filter the task table by clicking the Filter
button and selecting either All or Closed from the Condition dropdown menu:
The task can be reopened by clicking the Re-open icon next to it:
Likewise, a closed task can be reopened by clicking the Re-open
button inside it:
With these buttons , you can watch tasks in Table view or Workflow:
It is also possible to create tasks directly from the ticket you are working with by clicking on Actions
button at the top right corner of the page, and then on Create task:
It is possible to have various task templates to optimize the routine/process of adding new tasks. You can create your own templates in Config → Scheduling → Task templates
or choose from the existing ones:
You can add a subtask to your main task using the Actions
button within the task:
Now, your main task becomes the parent task, and the subtask you created will be marked in the task list with the following sign as linked to its parent task:
The subtask will also be shown inside the parent task:
You should remove all item relations before deleting the parent task.