As a FixForm user, you can easily create tasks to keep everything organized.
How to create a task?
- Click on "Create Task" in the upper right corner.
- Fill in the necessary details:
- Choose the building.
- Add a title and description.
- Link the task to the appropriate room or asset.
- Optionally, you can also:
- Set a date.
- Assign the task to a person.
- Add a priority, category or label.
What happens next?
- Scheduled: The task appears as "scheduled" when you assign a person or set a date.
- Open: Without an assignment or date, the task remains "open."
- Tasks are private by default, meaning QR code scanners cannot see them. To make a task public, simply click the eye icon in the upper left corner.
A private issue is only visible to users with access to FixForm's management platform, where they can add, edit, and complete tasks. When a technician creates an issue, it's automatically set as private.
A public problem becomes visible to anyone who scans the QR code for that location. This visibility helps the operations team provide updates and prevent duplicate reports. Learn more about this feature in the Comments & Activity History section below.
Customize a task
Need to modify a task? Simply open it to update any details.
What can you modify?
- Location: Click on the pencil icon next to the breadcrumb to change the location.
- Title: Move your cursor over the title and edit directly.
- Images or movies: Click the plus sign under the title to add new files.
- Addressee: Assign the task to someone else.
- Due date: Set a new deadline.
- Category: Select another category if needed.
- Priority: Adjust the task's priority level.
- Labels: Add or remove a label by clicking on the plus sign.
Notes & activity history
Want to track the progress of a task? FixForm tracks everything in the activity log, giving you a complete overview.
What will you find in the Activity History?
- All activities associated with a specific problem.
- Who reported the problem and when it occurred.
- What actions were taken and by whom.
Why is this useful?
The Activity History helps you monitor task progress and supports compliance requirements within your company.
Add Notes in FixForm
Need to share details with colleagues or attach a document to an issue? Simply add a comment or upload a file.
Public vs. Private Comments
- Private comments: Visible only to the operational team that has access to the management platform.
- Public comments:
- Visible to anyone who scans the QR code.
- Updates are sent via text or email to users who reported or upvoted the issue.
- Perfect for keeping users informed and avoiding duplicate notifications.
Use Public Comments Effectively
When an intervention is planned, inform building users with a public comment. They'll see the latest status immediately upon scanning the QR code.
Additional Features
- To notify a specific user, type @NameUser in the chat. They'll receive notifications based on their preferences via email or push notification.
- You can prevent technical staff from making external comments through settings.
Tip: Public comments are an effective tool for maintaining transparency and keeping everyone in the loop!