Creating Tasks

Existing and recently completed Tasks are summarized under your Action Items and can also be seen in the Compliance Calendar. New Tasks may either be created within an inspection form or ad-hoc. In the following product guide, we will review how to easily create each kind of task on Mapistry.

How to Create an Ad Hoc Task

• First, click on the top right three dots within the Tasks widget.

• Now click on “Add a Task” as shown below.

• Fill out the task details in the form that pops up. Ensure all required fields are completed. Tip: Use the Attachments option to add helpful photos, short videos, excel sheets, PDFs, or other files!

4. If you would like to create subtasks within your main task, simply 'Yes' under the "Would you like to add subtasks" question.

5. If you would like to add one or more sub-tasks, another section will appear on the right where you can add sub-tasks details. Once you have completed all the required sections, you can submit your task by clicking “Create Task.”

How to Create a Task within an Inspection Form

• First, navigate to any inspection form within your Tasks page. In this case, we will use the Monthly Safety Audit Form inspection:

•  Underneath the tank inspection questions, you will find a “Tasks” section. Click on the  “Add a Task” button as shown below to begin a new task:

• Fill out the task details in the form that drops down. Ensure all required fields are completed. Tip: Use the Attachments option to add helpful photos, short videos, excel sheets, PDFs, or other files!

• If you would like to create subtasks within your main task, answer "Yes" to the "Would you like to add subtasks" question.

• If you decide to add one or more sub-tasks, another section will appear on the right where you can add sub-tasks details. Once you have completed all the required sections, you can submit your task by clicking on “Create Task”.