To access the Tasks module, log in to TheBoatApp and select "Tasks" from the left side menu.
Here below you may see the General fields of a task and their functionality:
Name: how you wish to identify this task. Better use something descriptive since this name will appear on various lists and reports later on
Boat: the boat which the respective task concerns
Assignee: defines who is to perform this task. Type the email address of the user with whom you wish to share your boat. The Assignee can either be already registered user or not. Also, the Assignee may be a Free user, getting view-only rights on any shared task, or a paid-plan subscriber getting either view-only or edit rights, as defined by the sharing initiator (boat owner)
Due Date: by when this task has to be completed. An alert will be created for this date-time
Reminder: setup how many days/weeks/months/years before the due date you should be notified. An additional pre-alert will be created for this date-time
Linked Inventory: does this task relate with an inventory item? If so, select it here (e.g. an “Oil filter replacement” task most probably links with an “Oil filter” inventory item)
Inventory sync: is this task related with a respective inventory item and thus both the task and the inventory records should be in-sync? If so, activate this to synchronise the due-date, reminder, etc. When activated, any changes on the task will update the respective linked-inventory fields and vice-versa
Calendar recurrence: setup every how many days/weeks/months/years this task should be performed
Reminder: setup how many days/weeks/months/years before the due date you should be additionally notified. An additional pre-alert will be created for this date-time
OR/AND: when a linked inventory sync has been setup, along with both the calendar and usage recurrence values, you may select whether just one (OR) or both (AND) of these two criteria will need to be fulfilled to trigger an alert
Usage recurrence: when a linked inventory sync has been setup, set hereby every how many units of usage (e.g. hours, litres) this task should be performed
Reminder: setup how many units before the Usage threshold you should be additionally notified. An additional pre-alert will be created for this threshold
Priority: setup priority as high, medium or low, depending on its criticality. This helps also the assignee to treat the task according to its priority
Status: setup the task as not-started, in-progress, done or cancelled
Category: refer to Categories & Customisation
Notes: add 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 any documents (e.g. manual, brochure, certificate, etc), photos and any other files relevant to the respective task
Here below you may see the Costs fields for a task and their functionality:
Amount & Currency: the cost (amount paid). The respective currency is automatically selected based on the user’s General Settings, however you may select manually another currency if needed for just this cost booking
Supplier: the store/vendor from where you made this purchase
VAT/GST rate: the percentage of applicable Value Added Tax (VAT) or Goods & Services Tax (GST). The respective tax amount is calculated and displayed automatically below this field
VAT/GST incl./excl.: select whether the VAT/GST is included in the amount entered above or not
Type: select whether the cost refers to goods (i.e. tangible items) or services (e.g. paying a diver for bottom scraping works)
To delete a task, click the "Bin" icon on the top-right corner of the Edit Task screen.