Learn how to create tasks within the Task Management area of the portal.
Creating Tasks
Cognosos users with Administrator user roles may create new tasks in the portal. Tasks created on the portal are shared to the mobile app. Use this area of Task Management within the portal to create multiple tasks for multiple vehicles. A task can also be created from the Vehicle Details page.
Open the Tasks page and choose Create task.
On the Create new task screen input task information. For the Task Name, use a short descriptor that will make sense to task designees, especially if there will more multiple tasks under one heading.
Task Name, Asset, and Destination are all required to save the new task.
You can choose a user to whom to assign the task now or you can come back and input that information later using the Edit function.
An asset may only be assigned to a single task. If you choose an asset that already has a task associated with it, the system will return an error when you attempt to save the new task.
Choose Create Task when task information is complete; otherwise choose Cancel to return to the Tasks list without creating a new task. Once saved, the portal returns to the Task list and the new task will be listed.
A new task has the status of Available when it is not assigned a user. When a user is assigned to the task, the status changes to Assigned.
Create Vehicle Task from Vehicle Details Page
The Cognosos portal provides a task management feature that allows administrators to create and assign tasks and for users to manage those tasks on the portal and mobile app.
To create a task for a vehicle, open My Lot, locate the vehicle and open Vehicle Details.
Input a Task Name. Use a short descriptor that will make sense to task designees, especially if there will more multiple tasks under one heading.
Task Name, Asset, and Destination are all required to save the new task.
You can choose a user to whom to assign the task now or you can come back and input that information later using the Edit function.
An asset may only be assigned to a single task. If you choose an asset that already has a task associated with it, the system will return an error when you attempt to save the new task.
Choose Create Task when task information is complete; otherwise choose Cancel. A new task has the status of Available when it is not assigned a user. When a user is assigned to the task, the status changes to Assigned.