Web App: task guidance (visual guide)

Learn how to add visual media to tasks and checklists. Once a Super Administrator user has added the media through the web app, responders can access the media in the mobile app. 

Please note that only users with Super Admin access who use the Digital Logbook can add and manage the visual media.

Please refer to this article for visual guidance in the mobile app.

Add visual media to task

1. Log in to the SmartSense web app, navigate to the digital logbook tab, and select task lists from the menu.
   
   
    
2. On this page, select + task list to create a new list or select an existing list. If you are creating a Task List for the first time, make sure this is set up properly first.
   
   
    
3. Fill out the required fields.  

4. Scroll down to the media instructions section. In the light grey box, you can drag and drop or click on the box to browse your device for a valid visual file. 
   
   
   
   File types include: 
   JPEG 
   PNG 
   GIF 
   SVG 
   WebP 
   AVIF file 
    

   NOTE: Maximum file size is 2 MB (megabytes).

    

5. Once the image is uploaded, you’ll  see a preview of the image and a text field where you can add a description.
6. To view the image at full resolution, click on the image name to enter full screen mode. This will open in a new tab.
7. If you do not want to add the image, you can remove the image by clicking the delete icon.
8. Click the save button in the bottom right corner to apply changes.
    

NOTE: Uploading images to Media Instructions will be disabled when there is an existing file.

After adding visual media to a task, you review the details on the Task View page. If you wish to modify the visual media, select the edit button from the Task View page or from the Task List. You can also create a copy of any Task with visual media by selecting the copy task button from the Task View page or from the Task List.  

Add visual media to food item step

Super Admin users can add visual media to a food item step. Please note that Cooldown, Reheat, and Timed Holding are not compatible with this feature.

1. Log in to the SmartSense web app, navigate to the digital logbook tab, and select flow of food from the menu.
   
   
    
2. Click on the steps tab then select + step in the right corner.
   
   
    
3. Fill out the required fields.  

4. Scroll down to the media instructions section. In the light grey box, you can drag and drop or click on the box to browse your device for a valid visual file. 
   
   
   
   File types include: 
   JPEG 
   PNG 
   GIF 
   SVG 
   WebP 
   AVIF file 
    

   NOTE: Maximum file size is 2 MB (megabytes).

    

5. Once the image is uploaded, you’ll  see a preview of the image and a text field where you can add a description.
6. To view the image at full resolution, click on the image name to enter full screen mode. This will open in a new tab.
7. If you do not want to add the image, you can remove the image by clicking the delete icon.
8. Click the save button in the bottom right corner to apply changes.
    

NOTE: Uploading images to Media Instructions will be disabled when there is an existing file.

After adding visual media to a food item step, you can review the details on the Edit Step page by selecting the edit icon in the Steps list. You can modify the visual media for any existing Step by selecting the edit step button in the Steps list.