Introduction
In Snapfix, a Task is an action item or job that needs to be completed, such as a maintenance issue, safety check, or operational request. Creating tasks helps teams track, manage, and resolve issues efficiently, ensuring nothing is missed.
What Does a Task Include?
Each task typically contains:
📸 A Photo or Video – Visually capture the issue or job.
🔴🟡🟢 Status – Tasks move through three traffic light stages:
- Red = New
- Yellow = In Progress
- Green = Complete
👤 Assignees – Individuals responsible for completing the task.
💬 Comments & Updates – Enable real-time collaboration and communication.
⭐ Priority & Reminders – Set urgency and schedule notifications.
Steps to Create a Task in Snapfix
1. Open the Group
- Navigate to the appropriate Group (e.g. Reactive Maintenance).
- Tap the blue ‘+’ icon in the bottom-right corner of the screen.
- You can also use the ‘microphone’ icon to record a voice task.
2. Add a Photo, Video, or Sketch
- Snapfix will prompt you to upload or capture a visual of the issue:
✅ Take a new photo or video
✅ Upload from camera roll
✅ Create a sketch
✅ Use text-only (if needed)
3. Annotate the Photo (Optional)
- Use the sidebar tools to annotate or highlight specific areas in your image.
4. Apply Required Tags (if applicable)
- If Location, Equipment, or Category Tags are set as mandatory, you will be prompted to select them.
- These tags help categorise and track the task more efficiently.
5. Create the Task
- Once saved, the task is marked as RED (New Task).
- You can now assign one or more users to the task.
Managing the Task Lifecycle
- 🔴 New – Task is created and ready to be assigned.
- 🟡 In Progress – Task is being worked on. You can collaborate using the Task Chat.
- 🟢 Complete – Task has been resolved and marked green.
Frequently Asked Questions (FAQs)
Can I create a task without a photo?
Yes, Snapfix allows you to create a task using text only, but including a photo is recommended for clarity.
Can I assign multiple users to a task?
Yes, you can assign more than one user to any task.
Can I edit a task after it's been created?
Yes, task details (tags, status, assignees, etc.) can be updated at any time.
Related Help Articles
📖 How to Assign Users to Tasks
📖 What Are Tags & How to Use Them
Need Assistance? Contact Snapfix Support
📧 Email: support@snapfix.com
🎥 Watch the Video Tutorial