Task Tracker
How to Use the Task Tracker Module
Overview
Task management for crew members, enabling structured workflow.
Key Function
Assign, edit, and complete tasks onboard.
Prioritize urgent tasks with notifications.
Step-by-Step Guides
Go to Yacht Management in the left-hand side sidebar.
Select Task Tracker.
To add a new task click on the "Add" button, located on the top right of the screen.
Fill in your task details.
You can assign the task to certain users and departments
You can set the priority of a task. Attach any images or files related to the task
Click the "Save" button
There are 3 different views of logged tasks. You can find these views on the top right hand side of the page next to the search bar
When searching for a logged task, you can use the quick search filters at the top of the page. You can search by due date, priority, the assigned user or department and its status.
Step-by-Step Guide to Add an event based task trigger :
Click on the 'events' button
Click 'Create'
Give the event a name (for eg. Engine maintenance)
Add the task. you can create multiple tasks for each event. Make sure you label them clearly. You can the create sub tasks for each task.
Assign the tasks to specific users and/or departments
You can give each task a clear description.
Then save the template
When that specific event occurs, you can click on the play icon next to the event. You can either schedule the task trigger or you can send it out immediately. Once sent all related departments and users will be notified.
FAQs
Q: Can I assign tasks to multiple crew members? A: Yes, tasks can be assigned to one or more users.
Q: How do I mark a task as completed? A: Click on the task and select the "Done" button.
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