Creating Tasks for Tech Companion
Tasks can only be created through the Tech Companion Admin Site app.techcompanion.io/techcompanion/
- Click "+ New Task"
Enter the task details:
- Title: The name of the task that will be displayed to other users.
- Assign To: The list of users that will see this task displayed in their Tech companion Task list.
- Description: The written description of the task details.
- Subscriber: Users that will see the task but are not directly resposible for its completion.
- Priority: The urgency of the task to be completed.
- Status: The current status of the task (Open, In Progress, Complete, Closed)
- Due Date: When the task must be completed by (Date).
- Color: A color coding for organizational purposes only.
- Click "Submit", you will be taken to the task details page where you can view the task.
You can Edit or Delete a already created task in its option menu by clicking the "..." next to the task name.
Adding Workcards
If Modest Tree has created a custom data processor for your company Workcard Manuals you will be able to associate the related digital workcards to each task.
- Click the Add Workcard Button within the task detail page
- Select workcards from the dropdown list
In order for users to see the workcards details within the Tech companion app they will need to be collaborators (Read-only) on the data project the workcards are generated from. The Admin can do this through Modest Tree Portal.