📱 How to Create a Task in the Mobile App

Efficiently assign and manage tasks on-site by creating them directly through the Take5™ Connect mobile app. Follow this guide to ensure tasks are set up correctly and assigned to the appropriate personnel.

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Step 1: ➕ Initiate Task Creation

1. Open the Take5™ Connect mobile app.
2. Tap the orange plus (+) button located at the bottom of the screen on any page.
3. From the Create/Report menu that appears, select Create Task.

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Step 2: 📍 Select Site

1. The app will default to the site you’re currently signed into.
2. To change the site:
   • Tap the Site arrow at the top of the screen.
   • A list of available Projects/Sites will display.
   • Select the desired Project/Site and tap Select.

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Step 3: 📝 Enter Task Details

1. In the Task Details field, provide a clear description of the task, including what needs to be accomplished.
2. This is a mandatory field and must be filled out to save your task.

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Step 4: 📅 Set Due Date

1. Tap the calendar icon to open the date selector.
2. Choose the appropriate due date for the task.

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Step 5: ⚠️ Assign Priority

1. Select the relevant priority for the task:
   • Low
   • Moderate
   • High
   • Critical

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Step 6: 👥 Select Users

1. Tap Select Users to display a list of all connected network users.
2. Users currently signed into the site will have a green circle next to their name.
3. Tap the circle next to each user’s name to add them as assignees. A tick will appear next to their name once selected.
4. After selecting the relevant users, tap Select Users at the bottom of the screen.

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Step 7: 🔄 Create Individual Tasks (Optional)

1. If you wish to create individual tasks for each selected user:
   • Enable the Create Individual Tasks for each selected User option.
   • This will generate separate tasks for each assignee, allowing for individual tracking and completion.

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Step 8: 📎 Add Files (Optional)

1. To attach relevant files or documents:
   • Tap Add Files to upload documents, take photos, or select photos from your galler

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Step 9: 💾 Save the Task

1. After completing all fields, tap Save either at the bottom or top-right corner of the page to finalize the task creation.

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❓ Troubleshooting

• Unable to Select Users: Ensure that the users you wish to assign tasks to are connected to the network and have the appropriate permissions.
• Missing Project/Site: If the desired Project/Site is not listed, verify that it has been set up in the system and that you have the necessary access rights.
• Task Not Saving: Ensure all mandatory fields are filled out correctly. If the issue persists, contact support.

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📞 Need Help?

For further assistance:

• 📧 Email: support@take5connect.com
• 📞 Phone (NZ): 0800 582 535