Tasks is a feature that allows teams to work together more efficiently and it can be done in one convenient place, the Pulsa Dashboard.

A task is a user or system-created object representing a thing to be done. Tasks are defined for a gateway or sensor and share permissions with that gateway or sensor. Users with the Limited Viewer role do not have access to view tasks on that gateway or sensor.

Tasks can be used in a variety of ways. One example is for a dispatcher to filter sensors by percentage full. They can select a sensor that is 20% full or less and open a Task. In the Task interface they must assign the Task to a user, they can write a description such as “Fill tank to 100%”, create a due date and add priority for the Task.

The Task assignee must have Email and/ or SMS Alerts turned on under Notification Preferences in order to receive notifications of Tasks that are assigned to them

Users with greater than “Limited Viewer” access can see all tasks set on a gateway or sensor (users with Limited Viewer roles cannot view tasks). More on User Roles Here.

The upper portion of the Tasks page allows for users to filter Tasks via:

• Snoozed/Hidden Status
• Completion Status
• Due Date Status
• Assignees

This section also allows users to Order and Group Tasks.

Users can Order tasks via:

• Priority
• Due Date
• Task Subject
• Opened Date

Users can group tasks via:

• Task Type
• Device Name
• Location

From the Tasks page, users can also Add New Tasks, Filter (Search for particular) tasks, and chnage the "View" that Tasks are Diplayed in.

The Tasks page has 3 different views:

• The List View
• The Priority View
• The Calendar View

Auto generated tasks for Gateway Disconnects, Missing Sensors, Out of Bound Readings for Links, and Unstable Inputs for Links will automatically open and close when the selected state starts/ ends.

Users can manually close auto generated tasks themselves if desired.

For tasks that are auto generated, the users that are assigned to it will be the associated gateways’ location maintainer. If there are no location maintainers set, then users that are maintainers for the company will be assigned the task. More information on managing maintainers Here.

For custom tasks that are created, the user creating the task can choose who they assign the task to. Any user in the organization whose role is greater than limited viewer can be assigned the task.

• Users can manage automatic Task creation on each gateway or sensor in the "Manage" panel on the gateway or sensor details page.
• Users can turn off/on automatic task creation per task type.

Ensure the desired options to receive task notifications have been enabled.

There are both Email and SMS options for Tasks:

There are new options in the User Settings page for Email and SMS. They include: "Assigned/Unassigned Tasks," "Time Sensitive Tasks," "Assigned Tasks Daily Rollup," and "Due Tasks Daily Rollup."

Select the desired option based on your desired preferences.

Ensure the desired options to receive task notifications have been enabled.

There are both Email and SMS options for Tasks:

There are new options in the User Settings page for Email and SMS. They include: "Assigned/Unassigned Tasks," "Time Sensitive Tasks," "Assigned Tasks Daily Rollup," and "Due Tasks Daily Rollup."

Select the desired option based on your desired preferences.

User permissions/ roles for a Task match their permissions for the sensor or gateway on which the task is defined. Users with Limited Viewer roles for a sensor or gateway do not have access to tasks defined on that sensor or gateway.

The Sensor and Gateway Details pages now include a module listing all tasks defined on that sensor or gateway.

Users can select and edit multiple tasks via selecting the square icons on the right hand side.

Users can bulk edit/update the Tasks' assigneeds, Priority, and Due Date. Users can also bulk Complete, Snooze, or Hide Tasks.

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