Feature: Use templates to record tasks and task data.
Use: Create, edit, or update task definitions, the customizable templates you use to create tasks on the platform.
What is a task definition?
It's a user-defined template that structures data about the content, visibility, and functionality of a task. A task is an activity performed against an asset (e.g. take inventory in a warehouse or do a vehicle safety inspection). Task definitions have two attributes: operation and task. The operation is a tag that groups related tasks.
Prerequisites
None.
Reviewing the task definition manager
Use the manager to create, delete, and organize task definitions. To open the manager, go to the side menu and click Tasks > Task Definition Manager. The task definition manager is in the centre panel under the heading Task Types.
Caution
If you delete a task definition, Nektar removes tasks using that definition.
Using the toolbar
Create a new task definition.
Show hide inactive task definitions.
Expand all folders
Collapse all folders.
Refresh the list of task definitions.
Changing the order
Drag and drop a task type to change the menu order.
Reviewing the tools
Use the tools at the top of the task definition template to configure options and settings.
Auto Clear - When enabled, Nektar automatically removes values in all element fields when a user records a task. This safety feature helps to ensure data integrity.
Update Asset Location - When enabled, Nektar uses the task location to update the asset location. If you enable this feature, be sure to switch on the task recording device's location service and grant Nektar permission to access location services.
Section - Add one or more sections to change the template layout. Learn more.
Permissions - Click the field to update group permissions for this task definition. Users can enable and disable permissions to View and Create at the group level. Learn more.
Preload Asset - If enabled, Nektar loads one pre-selected asset whenever you create a new task with this definition. Use this feature for task definitions designed to be recorded against one specific asset. Learn more.
Active - Use the checkbox to make the task definition active (i.e. visible to others) or inactive (i.e. other users cannot see or use this definition).
Record Task - Click the three-dot icon and select this option. Learn more.
Advanced Settings - Click the three-dot icon and select this option. Learn more.