To access the Tasks, log in to TheBoatApp and click "Tasks" from the left side menu.
Here below you may see the specific Tasks fields and their functionality:
Name: enter how you wish to identify this task. Better use something descriptive since this name will appear on various lists and reports later on
Boat: select the boat which the respective task concerns
Assignee: define who is to perform this task
Due Date: define the deadline for performing this task
Recurrence: define whether this task is recurring on weekly/monthly/quarterly/biannually/annually intervals. Like that you won't have to re-create repetitive maintenance tasks again and again!
Notification: define whether to be reminded and how many days ahead of the due date. Make sure to configure this for a timely notification to reach you and those with whom you are sharing with (e.g. family, skipper, marina-staff, etc) [Gold feature]
Priority: used on various tables and lists throughout the platform and may assist when sorted accordingly. You may set a task priority as high, medium or low, depending on it’s criticality. This helps also the assignee [Gold feature] to treat the task according to its priority
Status: define whether the task is not-started, in-progress, done or cancelled
Category: define whether the task is General or related with a Document or Maintenance actions needed
Notes: anything that might be helpful to be kept in the task record (e.g. a procedure, contacts, a reference from a manual, etc). This field is searchable and thus traceable when you are searching for a specific word/number/name contained here (e.g. a name of a technician, some details about a spare part, compatible parts, etc)
Files: attach documents (e.g. manual, brochure, certificate, etc), photos and any other files relevant to the respective task
To mark a task as Complete, either in the table-view or in the edit-view, in the "Status" field select “Done”. Your task has been marked as done and you are good to go!