Introduction
Creating planned tasks on the Snapfix app ensures consistency, improves accountability, saves time, and tracks performance.
Planned tasks help your team stay organised with upcoming inspections, events, or site visits, allowing for better preparation.
How to Create a Planned Task from Scratch 🆕
1. Open Snapfix & Access the Planner
- Open the Snapfix app.
- Tap PLAN on the bottom banner.
2. Start a New Planned Task
- Tap the blue ‘✚’ icon in the top right corner.
3. Enter Task Details
- Select the Group where the task belongs.
- Enter the Task Name (e.g. "Weekly Fire Alarm Check").
- Assign Users (if necessary).
- Attach Checklists, Files, or Time Ranges as required.
4. Set the Schedule
- Choose the Start Date & Time.
- Select an End Date (or leave it as an ongoing task).
- Choose the Frequency (Daily, Weekly, Monthly, Yearly, or Custom).
5. Save the Task
- Tap ‘Save’ to finalise the planned task.
- Your task is now scheduled and will automatically appear in the group when due.
How to Create a Planned Task from an Existing Task
1. Open the Existing Task
- Navigate to the Group and locate the task you want to schedule.
- Open the task.
2. Convert it to a Planned Task
- Tap the ‘three-line menu’ at the top of the screen.
- Select ‘Advanced Actions’ and choose ‘Create Planned Task’.
3. Schedule & Save
- Follow the same scheduling steps as above.
- Tap ‘Save’ to finalise the planned task.
- The task will now automatically populate in the group when due.
How to Update an Existing Planned Task
1. Find the Task in the Planner
- Open Planner and search for the scheduled task you want to update.
- Open the task and make the necessary changes.
2. Save & Apply Updates
- Tap ‘Save’ after making changes.
- A pop-up will appear asking whether to apply the update:
✅ Only to this task date
✅ To all future tasks from this date onward - Select your preferred option and tap "Done".
📌 If you apply changes to all future tasks, the entire schedule will be updated accordingly.
Frequently Asked Questions (FAQs)
Can I edit a planned task after it’s been scheduled?
Yes! You can update a planned task by navigating to the Planner, opening the task, making changes, and saving them.
Can I create recurring tasks?
Yes! When creating a planned task, you can set the frequency (Daily, Weekly, Monthly, Yearly, or Custom).
What happens when a planned task is completed?
Once a task is marked as 100% complete, it will automatically move to green, indicating it has been successfully completed.
Related Help Articles
📖 How to Manage Checklists in Snapfix
📖 How to Log Into Your Snapfix Account
Need Help? Contact Snapfix Support
If you have any questions, our support team is happy to assist!
📧 Email: support@snapfix.com