202: How to create a task
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Now that you understand what tasks are and why they are utilized, you will learn how to create the steps, which are the building blocks of a task. Steps are pieces of a procedure containing a title and instructions meant to help complete what the title is prompting. These steps, when combined to create a task, can do anything from diagnosing a problem, guiding the user to fix the equipment, providing crucial information, preparing you with required tools or theory, or acting as a tool to collect data from the user for the author.
This section will teach you to add the simplest form of a step; it will provide information to the user without prompting them to input any type of data.
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Please go through the following to learn how to create a task
- On the products page, click on the piece of equipment you want to add a procedure to
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- Under the expertise tab, on the left, click the plus sign to create a new task (procedure)
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- Enter the title of task
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- Press Save
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- After title is given, it will go automatically to the first step of task. At this point, enter the prompt you want to show up under “Title”
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- To add details, click “Add New Instructions”
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(These details will show up under the prompt of the step. Instructions can be input in the form of images, resources, texts, URL/Email, or videos)
- At this point "Info Only" should be enabled if the step is meant to inform the user without any result. If "Info Only" is not enabled this step will be a solution-based process where the procedure only proceeds if the problem persists (This is useful for troubleshooting/diagnosing)
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- Press "Save"
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- Press the plus sign in the Step to add another step
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(Steps added will be shown on the left side in the form of an outline of the task process)
- Repeat steps 6-10 to add subsequent steps
Task Visibility
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Updated 19 days ago