Overview

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Task type is set of rules, what describe, what task looks like and how it is processed. It has same basic characteristics like task, but there are some differences.

feature regular task typed task
forms all form are available fixed set of forms per type
task fields all available default you can specify, what task fields are available
status flow system default you can fine-tune status flow
automated actions system default you can fine-tune, how task is handled in specific points of processing
task printout only default design is available using document editor, every task type can have their individual custom design

If your account has task types enabled, all task type properties are available under settings - task types as separate tabs. They are covered in following series of articles.

Configuration

Every task type has following properties:

  • Name in singular and plural (last one is used in mobile app)
  • External Id for using in API and document editor
  • Is default sets task type as first choice, when new task is made in app
  • Has subtasks: if enabled, it's possible to add subtasks to tasks with this type
  • Is subtask: if enabled, this task type is available only as subtask
  • Allow single active task at a time: if driver has more than one task with same type, and he starts working with next one, all other tasks, what are in progress, are changed to "paused" status.

Examples

We have three types of tasks: installation, maintenance and demontage. Installation and maintenance may have subtasks calibrating, tacho or CAN. They cover all kind of GPS device-installation related works.

tasks_types_setup_list.png
Fig. 1. Our example setup of task types

Is default

If you have lots of task types, marking one as default sets it default choice, when picking new task. For example, in current setup, Maintenance is default task, so it's shown as first choice when creating new task:

tasks_types_setting_isdefault.png
Fig. 2. How default tasks work

If you set none or multiple tasks as default, random first or last one is offered.

If you set subtask default, it works with same logic over list of subtasks. Default subtask type is first choice on "add new" dialog.

Has subtasks

If "has subtasks" is enabled, and task is created, there comes new tab into task "subtasks", what allows to add one or more subtasks into one main task.

Note that subtasks tab is not visible, before task is actually created.

Following animation shows, how to create task with subtasks:

tasks_types_setting_subtasks.gif
Fig. 3. How to add subtasks

Is subtask

When this setting is enabled, those tasks are hidden from main choice. Note on figure 2, that "calibrating", "CAN" and "Tacho" is not included in that list, but they are listed in figure 3.

Allow single active task at a time

If task type is marked as single-active, one driver can have only one task with that type at time in progress. If he has some other tasks in progress, they are set to paused. Following clip demonstrates that:

tasks_types_setting_single.gif
Fig. 4. Assigning task in progress for single tasks

About fields, read here.

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