How to Add Tasks

Prerequisites. 

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  

How to give user permissions:  How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/ 

How do log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Add Tasks

Step 1.

Navigate to this panel and go to the menu on the left side of your screen, then select the “Task” option.

 

Step 2.

After clicking on “Task,” the following view will be displayed, where you will have all the tasks created. Navigate to the upper right side and click on the “Options” button.

Step 3.

After clicking on the "Options" button, a list of options is displayed. Select the “Add" button.

Step 4.

After clicking on the "Add" button, the following view will appear, where you must configure the task. The fields are as follows:

1. "Choose Account": In this, you must select the account in which the task will be created.
   1. Note: if there is more than one account, a list of accounts will appear.
2.  "Task Sequence #": In this field, you can give a value or a consecutive number to your tasks. It is an optional field.
3. “Task name": In this field, you must enter the name of the task.
4. "Task Type": In this section, you must select the scanning type.
   • Examples:
     • "Scan" If this is selected, you must first scan a QR code and then mark the task as completed.
     • "Alert": When you select the task as completed, it will send a notification.
     • "Report": If this is selected, you must mark the task as completed, and it must be sent directly to the report.
     • "Manual": If this is selected, only the task should be marked as completed.
5. "Tags" In this field, you can select any of the tags already created to label the tasks.
6. "Shift": In this field, we can select any of the shifts we have created.
7. "Personnel": In this field, we can select and assign the task to some personnel.
8. "Report": In this field, it will only work if "Report" has been selected when selecting the "Task Type" to see the list of reports created.
9. "Enable GPS": To activate the GPS, you must click on the checkbox; if it is blank, it will mean that it is deactivated.
10. "Address": In this, we must add the description of the task.
11. "Sitemap": In this, we can select and add some type of reference image to carry out the task.
12. "Meta Data": In this, we can create custom dropdowns.

You must also click on the checkbox next to “Activate” and then click on the “Submit” button. If you want to cancel, you can click on the “Cancel” button, or to clear all the settings, you can click on the “Reset” button.

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