Home > Tasks System > (Tasks) Chapter 1 – Overview

(Tasks) Chapter 1 – Overview

Back to Table Of Contents

Task system overview

SurveyoToGo includes a task assignment system to assist customers in creating and assigning tasks to their field surveyors. Tasks consist of which survey to conduct at which location and by whom. Once you work with the task system, the SurveyToGo data collection clients show the “tasks” system to the surveyors instead of the regular ad-hoc surveying option.

Locations
The task system works with locations. Locations are the places where surveys are to be conducted at. For example, locations can be stores, houses, office branches etc. Each location should have a unique identifier – a code – which the system can identify it by and a friendly name that the surveyor will see.

Task batches
A batch of tasks represents a group of tasks that you can reference. You can create a monthly batch of tasks or a weekly one or however you would like to group tasks.


Task Assignments
Each task has a location assigned to it. Once you assign a surveyor to the task it becomes “assigned” and the surveyor in the field will see this task. The task console is used to manage the tasks and task batches:

Continue to Chapter 2 – Project Locations



Categories: Tasks System
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: