Where to start
There are three ways in:
- Tasks → To do and Tasks → In progress both carry an Add Task button above the list. The task is created in whichever list you started from.
- On Tasks → Overview, the To do and In progress column headers each have a small + button that opens the same form. These appear only for users who may edit tasks.
Creating a task requires permission to edit tasks; without it the save is refused.
The Add Task form
The form opens as a dialog titled Add Task, split into tabs — Task Details, Files, and Inventory when the yacht has the Inventory module.
On Task Details:
- Name — required. This is what shows in every list.
- Description — a rich-text field for the instructions.
- Job Report — a second rich-text field, for the write-up of what was actually done. You can leave it empty now and fill it in later.
- Due Date — pre-filled with today. Clear it if the task has no deadline.
- Priority — required, one of High, Medium or Low, and Low to begin with. It is shown as a coloured chip everywhere the task appears.
- Assigned Ranks — optional rank labels, such as Captain or one of the yacht's ranks. They mark who the task is meant for without assigning anyone; see Assigning Tasks.
- Department — optional department label (None by default), chosen from the yacht's departments; see Assigning Tasks.
- Assignees — the people responsible. See Assigning Tasks for who can be picked.
- Tags — free text. Type a new tag and it is created; tags already used on this yacht are offered as suggestions, and the Filter panel lets you narrow lists by them.
- Executed at — the actual date the work was performed. Normally left empty when creating a task and filled in when it is closed.
Below the fields is an Add Milestone area with an Add milestone button, where you can stage milestones before the task exists. The Files and Inventory tabs let you attach files and reserve inventory items in the same way, and everything staged is saved together when you submit.
Add, or Add & Close
Add creates the task in the list you started from and closes the dialog.
Add & Close creates the task and immediately opens the Close and sign Task dialog, so a job that was already done can be recorded and signed off in one pass. This button only appears if you hold permission to complete tasks.
Cancel discards everything, including staged files, inventory and milestones.
When the buttons are missing
On a yacht run from the on-board Nauticare app, tasks are created aboard rather than in the cloud, so Add Task and the + buttons on the board are hidden here.