Tasks List Module (03:15)

Attach tasks to your data records and manage all tasks on an overview page.

Video Transcript

In this episode, I’m going to show you how to add tasks using the Tasks module, and what they can be useful for. In this case, we’re starting with a simple app that’s used for reporting maintenance issues. In this case, we’ll be using the example of an housing company that uses the app to allow tenants to report issues like burned out lightbulbs, leaky pipes, or free falling elevators... Who knows.

As it is, the app allows the submission of these issues by tenants, but to make the app more useful, we want to assign these tasks to technicians so they can mark them as done when the maintenance is complete. This will allow me as the maintenance manager to keep track of what’s been accomplished, and what still needs to be done.

Let’s take a look at how the app currently functions. Here, you can see that as a tenant, I can simply report an issue. And as the maintenance manager, I can see the report come in. However, what I’d like to do is to be able to choose which of my maintenance staff will fix the problem, and give myself an overview of what tasks have been completed and remain.

To do this, first, I’m going to want to make sure there are tasks attached to each incident report. So, I’ll head to the page group for incident reports, and click the record details page. Since I want to be able to relate these tasks to each new record, I’ll drag it under the record details on the canvas. I’m also going to want to see an overview of all of the tasks. To do that, I’m going to add the tasks module as a stand alone feature. This will give me access to it from the main navigation of my app.

But more importantly, as a stand-alone module, it will aggregate all of the tasks that have been created in my app. And that’s what’s going to give me the overview I’m looking for. So, I’ll choose “Stand-Alone Feature” for the page type and select “Tasks”. Give it the name “Work Orders” and click to create the page.

Now let’s see how it works. Now, I have a simple way to add tasks to an incident report and assign them as they come in. When I head to my Work Orders page, I can quickly get an overview of what work is complete, and what work is upcoming.

Tasks are a useful way to manage and ensure that things get done. Teams can collaboratively manage how jobs are completed and monitor the progress. You can also extend tasks to outside collaborators like contractors. This has been a simple introduction to tasks. But there’s a whole lot more when you can do when you go a little further. For example, you can use the automation engine. For example, you could automate the creation of a new task when a tenant reports a maintenance issue, or have push notifications sent to your team members every time a task is assigned to them.

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