Home > Tasks System > (Tasks) Chapter 4 – Working with tasks in the field

(Tasks) Chapter 4 – Working with tasks in the field

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Chapter 3 – Creating and Assigning Tasks

Overview

Once you start working with the task system, your surveyors will need to switch to the “Tasks” view of the data collection clients. This will bring up a dedicated screen that shows the surveyor all of his tasks and including an option to start a task and to add comments.

Viewing tasks in the SurveyToGo clients

To view the tasks assigned to a surveyor you will need to login to that relevant client. We will use the PC client as an example:

  1. Login to SurveyToGo:
  2. If you have tasks assigned to you, you will immediately be redirected to the tasks screen:
  3. To start a task, simply double click that task and click the Start button:
    You can also choose to add a comment to the task before or after starting it.
  4. Once you finish a task it will be removed from your list.

 

Continue to Chapter 5 – Managing tasks

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