Creating tasks in Datatruck helps you stay on top of maintenance and ensure nothing slips through the cracks. You can assign repair jobs, inspections, oil changes, or any other service-related activities to the relevant team members.
Steps to Create a Truck Task:
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Go to the Maintenance Section
From the left-hand menu, click on Maintenance, then click the Create Task button. -
Select "Truck" as the Asset Type
When prompted, choose Truck in the vehicle type drop-down, assigning the task to. -
Fill Out Task Details
You’ll be taken to the task creation screen (as shown in the image). Fill in the following fields:-
Truck: Select the specific truck from the dropdown.
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Type: Choose the type of task (e.g., Repair, Inspection, etc.).
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Assignee: Select who will handle this task.
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Procedure Name: Choose from predefined procedures like Brake Issue, Oil Change, or Body Damage.
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Note: Add any relevant notes or instructions.
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Next Expiry Date: Set a due date if the task has an expiry or needs to recur.
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Status: Leave it as default or change it if needed.
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Comments/Attachments: Optionally, add notes or files related to the task.
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- Save the Task
Once all details are filled, click Create Task in the upper-right corner.
The task will now appear in the To-Do List and will be visible under the Tasks tab or directly inside the truck's profile. - If the the task has been completed or you wish to archive you can do that from the Actions column. Click either on tick-mark or the archive option. This way the To-do-list will stay catch up and will not clutter. You can view the completed or archived tasks from the above sections.
We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.
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