How to create an application for a task
To access the Surveys → Application settings section, user must have one of the following roles is enabled:
- Administrator
- Edit applications for checklists
- Edit applications for tasks
To activate the necessary role, please contact your system administrator.
Creating an application for tasks
1) Navigate to the Surveys → Application settings section and click Add.
The application creation screen will appear on the right side.
| Specify the name of the application |
The name of the application that will be displayed in the Applications section and when creating a task
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| Who will be able to create tasks with this application?
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Selected users will see the application in the list of task types when creating a task |
| Will an XLS file with the initial data be uploaded into the task?
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You will be able to create a task by uploading an XLS file containing information about certain entities that need to be checked. These entities can include, for example, goods, product categories, equipment, and much more. The first column in the file will always be the object number where the check is being conducted (for example, the store number). In the second column, you can specify the list of entities that need to be checked specifically in this object. The object number column is not mandatory to fill in. If left blank, the same list of entities will be assigned to all objects. |
3) Add survey templates
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Each entity (e.g., goods) is essentially a small survey. If you want to create a comprehensive task covering multiple processes, you can attach several survey templates. |
- Survey Template. Selection from the list.
- Button Name. You can choose a name for the button that will be displayed inside tasks on mobile app. When clicked, the performer will be directed to the list of entities to be checked. For example, you can name the button Display of Goods. The button name is limited to 30 characters.
4) Choose the display settings for nested surveys for each linked survey template.
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Attributes on the survey card The list helps fill out surveys for multiple entities (e.g., goods) in a convenient format. Mark which attributes will be displayed for list items to customize its appearance. |
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Attributes in the survey header During the survey, the performer will see which entity they are conducting it for. This parameter is relevant only for surveys created from a template associated with a catalog and for tasks with XLS file uploads. |
When you have finished configuring the settings, click Complete to save the application.
Please note that only the users you selected on the second step of creating the application in the question Who will be able to create tasks with this application will be able to use it.
Why do you need a task with an initial XLS file and a catalog?
The data you upload to the task as an XLS file will automatically be added to the catalog.
For example, if you want to create a task to check the display of goods, then you will need a catalog of goods linked to the template. The XLS file can contain information about entities that need to be checked when completing the task, such as goods, product categories, equipment, and much more. The first column in the file will always be the check object number (e.g., store number), and in the second column, you can specify the list of entities you want to check specifically in this object. <img src="https://secure.usedesk.ru/upload/gimages/162772/2024_03_06/i1lmF7XhvBem.png">
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For tasks with regular information collection, a catalog is not needed.
For example, gathering documents for the work contract of some employee. Such a task will be performed only for one specific employee, meaning one entity, so there is no need for a catalog.