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How to assign a task to a user?
How to assign a task to a user?

Instructions to assign a task to a DataScope user

Aristotle avatar
Written by Aristotle
Updated over a week ago

With our Task Assignment Tool, you can assign forms to your work team. This way, they will always know the activities to perform during the day.

📌 How to assign a new task?

At DataScope you can assign a task manually (one by one) or massively.

1. Assign a task manually

To assign a task, click on the tab Tasks Assign> New Task and complete the following fields:

  • User: user (person) that will receive the task (can select one or more users)

  • Form name: Form that the user must fill

  • Location: Place where the user has to fill the form

  • Date: When the user has to perform the task. Here you can choose more than one day in case the task has to be performed several times

  • Time: When to start performing the assigned task

  • Hours to perform the task: Time frame for the user to complete a task.

  • Task description (optional): Add specific information about the task that the user has to perform. This message will appear at the beginning of the form when the user opens the task.

  • Checklist task (optional): Add a checklist on which you can assign other tasks to be performed at the same place and time, but that has no relation with the form.

To complete the process, click on "Save".

2. Import tasks massively

📌 How to complete a task?

The tasks are completed using the DataScope app. Click on the button below to know more about how to do it:

📌 How can I know if a task was completed?

To manage the task performance you must click on the tab Task Assign, where all the assigned tasks will be exhibited. The task can have three colors, according to its progress:

  • Green: The task has been completed

  • Yellow: The task has not been performed yet, but is still within the deadline

  • Red: The deadline has passed and the task was not completed on time

On the other hand, in this same section you have available the option, Timeline, a calendar in which you can graphically monitor the tasks assigned by user.

To manipulate the table you must take into account the following actions:

  • Double click on the task: it will allow you to open the details, showing a box like the image below:

→ Clicking on the preview icon will take you to the details of the form that the user has answered.

→ In the History option, you can see the date and time the task was assigned.

  • By pressing the Shift key + mouse wheel, you can scroll the timeline from left to right or vice versa.

  • If you press the alt key + mouse wheel, you can zoom or zoom out.


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