How to Create a Task on Snapfix

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.

Need Assistance? Contact Snapfix Support

📧 Email: support@snapfix.com