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Understanding Tasks

Every inspection, audit, assessment, or review is performed through a task.

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Last Update för en månad sedan

What is a Task


A task is an assigned inspection, audit, or assessment activity that must be completed by a user.

Tasks ensure that operational work is planned, assigned, tracked, and completed according to organizational requirements.

Task Components
A task typically contains:
  • Task Name
  • Checklist Template
  • Site/Location
  • Assigned User
  • Due Date
  • Priority Level
  • Questions
  • Sections
  • Attachments
  • Findings
  • Status

Task Statuses
Tasks move through several statuses during their lifecycle.
To Do
Task has been assigned but not started.
In Progress
User has started work.
Submitted
Task has been completed and submitted for review.
Completed
Task has been reviewed and finalized.
Rejected
Task requires corrections before acceptance.


Task Priority LevelsLow
Routine operational activities.
Medium
Standard business-critical activities.
High
Important activities requiring prompt attention.
Critical
Urgent activities with significant operational impact.


Task LifecycleTask Created

Assigned

Started

In Progress

Submitted

Reviewed

Completed

Related Articles
  • Creating Tasks
  • Task Status & Tracking
  • Completing a Task

Summary
Tasks are the operational foundation of SimplChek and provide a structured mechanism for executing inspections, audits, and assessments.


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