Task schedule
The Tasks schedule is used to generate tasks under certain conditions. If a rule is set, the scheduler will automatically create a task at the specified time and notify task executors and observers that it has been created.
Both the system administrator and users of the Region level and higher can view and edit task generation rules. Nonetheless, the administrator will be able to view & edit all the created rules whereas users of lower levels will only be able to view rules created for them.
If task generation rules are not created, the Tasks schedule section will look like this:
Clicking the Create Rule button will open the menu to create generation rule.
When creating a rule, fill the following fields
- A Rule Name. Note that all generated tasks will have the same title as the corresponding rule name.
- A Rule work period. Either specify a period for which a rule will be active or mark it as infinite. In such a case, tasks will be generated according to that rule until the rule is deactivated manually.
- Frequency of execution.
The scheduler attempts to create a task only once a day. If the scheduler created (or tried and failed to create) a task according to a generation rule, no more tasks will be created by that rule on that day.
For example, there is a rule that creates a task at 7 AM every day. At 8 AM it was decided to change that rule. Now the rule is set to create a task at 12 AM every day. The scheduler will generate a new task at 12 AM on the following day.
After that, fill the rule with task info
and select who will be responsible for task execution.
There are some extra options that can be selected.
- Determine how often executors shall be reminded about their unsolved tasks.
- Require a comment on a task from executors. In such a case, they will not be able to complete a task without leaving a comment.
- Require an attachment (e.g. photos of the finished work, voice recordings, etc.) and set a minimum number of attachments to complete a task.
- Prohibit attaching photos from the phone gallery to make sure that executors take fresh and relevant photos.
- Require confirmation. In this case, a task will be completed only after an author or an observer confirms that the task has been done.
Finally, select who will receive notifications on certain events happening to tasks created according to generation rule.
For push notification.
For email notification.
Here is an example of a task generation rule in the list.
To edit an existing generation rule, simply click on it in the list.
Searching for a generation rule
If there are a lot of rules generation rules, use the filters to find a rule if needed. Click the expand button
at the top right side of the list and set the required filters.
Copying a generation rule
To create multiple tasks with common settings, click the copy button 
next to a rule which is to be copied.