7. Tasks

Tasks

  Manage your shop's work, assign work to anyone on your team and keep track of jobs and what is left to do.

Assign Tasks

Navigate to the part viewer, and go to the team chat on the right side. Click Assign Task at the bottom of the chat. Choose a team member, a due date, and click Assign. Optionally, add annotation to the task to give specific context. You must type a message before pressing the send icon. You're all set!

The member assigned will get notified via email and on Paperless Parts. Below is an example of the email notification:

Manage and Track Tasks

Manage and view all current and open tasks right from your home dashboard Notifications or the Tasks Assigned to Me module. Clicking on a row will take you directly to the parts viewer so that you can quickly respond and collaborate with your team.

Reply and tag your teammate so they get an email notification.

Edit the task person and due dates.

Resolve the task when it's been completed. 

Reopen task and the task will reappear on the home dashboard and notifications. Note that there will be no email notification for re-opened tasks. Please tag your teammate! 

Delete to remove the task from that part file. Note that is this is unrecoverable. 

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