Task note - how to record notes

Creating a task note is started from the project's home page by selecting ``Notes''.

 

 

When creating task note through the section, a view of all notes opens. You can create a new task note from the + button at the bottom right.

 

 

Then the desired note template is selected.

 

 

Next, we start filling in the data of the task note in order from top to bottom.

 

 

• The task list to which the note belongs is selected.

 

 

• Choose a responsible company for task note. Below the field, you can see all the companies that have been added to the project's contractors.

• Enter a description for the task note. The application starts automatically suggesting the most used descriptions for selection, so you don't have to retype them every time.

 

• The area/location is selected from the project's area hierarchy. When the top level is selected, the program opens sub-levels according to the area hierarchy. The perception can be set to the desired level, without having to go to the end of the path.

 

 

• Specify the location of the note by marking it on the floor plan. The application automatically opens the floor plan attached to the selected location. When ready, click next.

The drawing can be zoomed by dragging with your fingers or by pressing the + and - buttons.

 

The floor plan marking can be done by pressing the desired point on the drawing with your finger, and a blue ball will appear on the floor plan. If you made an entry in the wrong place, you can press "Delete" and make a new entry.

 

 

• Add a photo/photos to the note. You can choose a photo from the device's gallery or take one directly with the device's camera.

 

Once you have added the photo(s), you can add additional annotations to them, such as an arrow and/or a circle. They are find behind pen-logo.

 

 When ready, click Done.

 

• Assign the task. The responsible person for the task is selected either by scrolling the list of names and clicking on the selected person or by writing the name in the list, in which case the menu at the bottom offers people added to the project.

The required procedure is recorded by writing or selecting from the menu previously used.

 

 

• Set a time limit for the action. You can choose a time limit from the ready-made options or set the date from the calendar itself.

 

 

• If necessary, a separate e-mail notification of the task note will be sent. The list of recipients is automatically assigned to those persons who are LITE users of the contractor that is added as a responsible company.

 

You can manually add other people as recipients by pressing ''Add recipients''. In the message field, you can write additional information for recipients.

 

When all the necessary information for the note has been filled in, press Save.

 

If you need help with task notes, please contact [e-mail]. We are happy to help!