1. SmartSense
  2. SmartSense
  3. Web App
  4. Digital Logbook
  5. Task Lists

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Task Lists Management

Task Lists are composed of a set of actions that must be completed. Use this tutorial to understand how to create task lists in your SmartSense account.

    1. Navigate to the DIGITAL LOGBOOK tab and select TASK LISTS from the dropdown.

      TASK_LISTS_tab.png

    2. On this page, you can manage existing task lists or add a new task list by selecting the + TASK LIST button in the right corner. A modal window will appear.

      _task_kist.jpg

    3. Enter a unique name for your new task list under the NAME field then select CREATE. The new task list will appear under the Task Lists. To add a task to this task list, click on the name of the task list.

      CREATE.jpg

      Note: Selecting the EDIT ICON will allow you to edit the name of the task list, not add tasks to the task list.

       

    4. You will now be on the Tasks page where you can start adding tasks by selecting the + TASK button in the right corner. 

      On the Create New Task page, you will need to fill out any fields marked with an asterisk. In the TITLE field, enter a unique name to identify the task you are creating.


      In the TYPE field, you will be presented with a dropdown and must choose one of the options listed:

      • Manual Temperature
      • Smart Probe
      • Number Input
      • Text Input
      • Yes/No Question
      • Picture
      • Checkbox

       

    5. Once you select the task type, additional fields will display on your screen and must be filled out accordingly. Once all fields are completed, select SAVE in the right corner.

      Save_in_right_corner.jpg

    6. You may need to go to the DATA RANGES tab to add a new data range that can be applied to the task list you created. Adding a value to a temperature measurement will ensure that, when using the SmartSense Probe, a corrective actions window will not appear in the NEXT app when the measurement falls within the data range.

      data_ranges.jpg

    7. To add a new data range, select + DATA RANGE in the right corner. On the Create New Data Range page, you will need to fill out any fields marked with an asterisk. In the DESCRIPTION field, add a brief explanation of what type of item is being measured, e.g., “Cold Item” or “Hot Item.” In the UNITS field, select a preferred temperature unit. In the LOW and HIGH fields, enter the temperature range that will be considered acceptable for the item being measured. 

      Once you are done, select SAVE. Alternatively, if you wish to create another unit, select SAVE + CREATE ANOTHER.

How to Copy a Task List

Once you have an existing task list, you can copy this task list. Navigate to the DIGITAL LOGBOOK tab then select TASK LISTS.

Locate the Task List you wish to copy and select the ELLIPSIS (three dots) to the far right. Select COPY TASK LIST. A modal window will appear.

copy_task_list.png

Enter a NAME for the Task List then select SAVE AND COPY. The copied Task List will appear on the Task Management page.

copy_task_list_modal.png

Note: Tasks and Data Ranges will be copied but Location/Department Associations will not be copied.


Enter a NAME for the Task List then select SAVE AND COPY. The copied Task List will appear on the Task Management page.

How to Copy a Task

Navigate to the DIGITAL LOGBOOK tab then select TASK LISTS. 

Click on a Task List to view tasks within the list then select the ELLIPSIS (three dots) to the far right of the task. Select COPY TASK.

copy_task.png

You will be redirected to a new page. Fill out all required fields (marked with an asterisk) then select SAVE in the bottom right corner to apply changes.

How to Move a Task to Another Task List

Navigate to the DIGITAL LOGBOOK tab then select TASK LISTS. Select a Task List to view available Tasks.

After locating the Task you want to move, select the ELLIPSIS (three dots) to the far right of the task and click CHANGE TASK LIST. A modal window will appear.

change_task_list.png

From the SELECT NEW TASKLIST dropdown, choose the Task List you wish to move the Task to then select SAVE to apply changes.

Create a Data Range from Create/Edit Task Page

On the Create/Edit Task page, you now have the option to create a Data Range rather than going to the Data Ranges section on your dashboard. Click on + DATA RANGE to get started.

create_data_range.png

Fill out all the required fields (marked with an asterisk) then select SAVE. The Data Range will now appear as an option when creating other Tasks. 

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