Web Portal
How to add Task
you can create a task for a store or several stores at once during the visit, the employee will see the task and will have to complete it note a task can be created, configured, and deleted can only be done by an employee with administrator rights on the portal in the "tasks" section, click create fill in the title and description of the task attach a photo fill in date interval — the period when the task will be active in visits specified if the task is reusable; execution date — by what date must be completed; category enter manually or select a category from the list, for example, "coffee"; type merchandiser or audit add questionnaires to do this, click + add , check the questionnaires and select add in the same way, specify the stores adjust the settings to do this, toggle the settings toggle switch required — prohibits ending the visit in the application if the task is not completed enable photo — enables the ability to take photos in the task photo required prohibits completing the visit if no photos have been taken in the task enable panorama includes photo stitching duplicate items will be identified in the photo one time — the task is executed only once when the first result arrives, the task will be removed from the master data disable recognition — disables recognition of products in the photo in the task allow clone allows cloning tasks in the application enable photo crop allows you to select areas on the photo in which you want to recognize products on demand includes the ability to add a task to the store task list enable results adds a "results" tab for a task in the application click ✔ save edit task edit fields https //help inspector cloud com/en/docs/portal/tasks/add task#edit task move the cursor over the field and press ✏️ edit the data and click ✔ add/remove photos, questionnaires, stores https //help inspector cloud com/en/docs/portal/tasks/add task#addremove photos questionnaires stores to add a new photo click +add and select a file from your computer to change the list of questionnaires or stores, click +add flag the cards and tap add to delete unnecessary photos, questionnaires or stores, hover over them, click on the trash and confirm the action delete task if the task was created by mistake and there are no visit results for it yet, you can delete it in the "tasks" section, click on the card of the task you want to delete click delete task and confirm the action