Tasks Page

The Tasks page allows you to see and manage task activities in your district for yourself and your team.

The Tasks page contains a table of all of the tasks that have been created by your team.

Update Map Styles

Click the “Map Control” icon in the purple icon list located in the upper-right of the Home page. The “Map Control” icon is the first in the list.
Under the “Map Style” drop-down list, select the map style you’d like. The options:
1. Dark - No Buildings
2. Light - No Buildings
3. Dark - With Buildings
4. Light - With Buildings
5. Satellite
6. Classic

Click the “Map Control” icon in the purple icon list located in the upper-right of the Home page. The “Map Control” icon is the first in the list.
Under the “Task Style” drop-down list, select the task style you’d like. The Options:
1. Scatter - shows a single dot on the map for each task.
2. 2D Heatmap - shows a 2D map in which colors represent the frequency of tasks in a given location (blue = few, red = many).
3. 3D Heatmap - shows a 3D map in which the height of the bars represent the frequency of tasks in a given location (low = few, high = many).

Click the “New Task” button in the upper-right of the table. You will now be in the “Add New Task” screen.
Search for an address or tas
1. You can also click a specific fixed asset to create a task for that fixed asset.
Select a Division and Category for the task you’d like to complete along with any notes you’d like to add for the ambassador taking care of the task.
Click the green check mark to create the task.

Navigate to the task you would like to assign in the Tasks table.
Under the “Assigned To” column, click the current assignment status for the task. This will either be “Unassigned”, or have the name of the individual the task is assigned to.
Type the name of the employee to whom you would like to assign the task.

Navigate to the task you would like to complete in the Tasks table.
1. Note that the task may appear under the “Skipped” or “Completed” areas of the Tasks table.
Click the status of the task you would like to complete. This will appear in the “status” column.
Select the status to which you would like to change the task. This will either be “To-Do”, “Skipped”, or “Completed”.

Navigate to the top row of the Tasks table.
As you hover over the column you would like to filter, you will see three vertical dots on the right of the column header. The columns that can be filtered are:
1. Source
2. Division
3. Category
4. Date Created
5. Date Skipped
Click the “filter” option in the menu. Here, you can select the columns, operators, and values for which you’d like to filter. Press enter to update the table filters.
1. For example, to filter tasks to the “Cleaning” division, we will select
  1. “Division” under the “column” drop-down,
  2. “Contains” under the “operator” drop-down, and
  3. “Cleaning” under the “Value” drop-down.

Navigate to the Search box next to the “New Task” button.
Type the user whose tasks you’d like to view and press enter to filter the table to that user’s tasks.