How do I build and assign tasks in Builder?

You can build custom, recurring tasks in Builder. You can build a task, assign it to a user or group of users, and associate the task item to either a specific device or area within your facility.

Step by Step: Building Tasks

Follow the steps below to build a task in Builder:

  1. Select Tasks from the left-hand menu.
    Screen Shot 2022-12-30 at 12.34.24 PM
  2. Select "Builder" (you will only have this option if you are an admin or manager)
  3. Click on the "Task" icon from the toolbar on the right-hand side. Hold down and drag the icon and drop it in the appropriate column. Or select Add New Task in the upper right hand corner.Screen Shot 2022-12-30 at 12.36.11 PM
    Screen Shot 2022-12-30 at 12.37.04 PM
    1. Daily - build a task that repeats each day
    2. Weekly - build a task that repeats each week
    3. Monthly - build a task that repeats each month
  4. A task pop-up window will appear. Begin to fill out the appropriate information.
    Screen Shot 2022-12-30 at 12.38.52 PM
    1. Task Name - the title of the task.
    2. Task Description - the description of the task to be completed.
    3. Sub Task (optional) - click on the plus button to add sub-tasks for the user.
    4. Supporting Documents (optional) - attach any supporting documents (.pdf) that you would like the assigned user to see.
    5. Due Date - when is the first date you would like this task to be run.
    6. Due Time - what time should this task be completed by.
    7. Task Repeats Every - how often the task will repeat.
    8. User - what individual user is assigned to this task. (-OR-) Group - what group of users is assigned to this task. Highly recommended to select a group to allow others to see the task. 
    9. Facility - what facility does this task belong to.
    10. Device - what device does this task belong to. (-OR-) Area - what area is this task associated with.
  5. When you are done, click "Save".

    If you need any additional assistance building out tasks please contact our implementation team via email at