Create Task
Zira task management platform offers various methods for task creation and management:
Explore these various options to create tasks in Zira and find the most efficient method that suits your workflow and preferences.
Task fields
- Title: The name or title of the task.
- Description: A detailed description of the task. The task description can be formatted similar to posts,
allowing for mentions, hashtags, emojis, images, videos, documents, call-to-actions, hyperlinks, and gifs. - Status: The status of the task, which can be set as To Do, In-Progress, Done, On-Hold, or Canceled.
- Priority: The priority of this task resolution which can be set to High, Medium or Low
- Assignee: The person to whom the task is assigned.
- Log Work: An option to add work hours that will be counted towards the task.
- Due Date: The deadline for completing the task (applicable when the task is in the "Done" status).
- Channel: The channel with which the task is associated.
Create new task from the "Tasks" tab
Utilize the dedicated Tasks tab within channels to create and manage tasks, providing a comprehensive view of all your tasks in one place.
- 1When on a channel, click the Add Task button on the top right of the page
- 2On the opened dialog, you will be able to create the task description, assignee, priority, log, and other fields.
- 3Click the DONE button to submit the new task.
Create new task from a post
While on the feed, you can create a task directly from any post.
For example, if you receive an alert about downtime due to a maintenance issue and want to transform this alert into an actual task with assignee, priority, status, and due date in order to track it efficiently.
In order to create task from a post:
- 1On the bottom right of the post, click the icon.
- 2Edit the description if needed and change the task fields according to your needs.
- 3Click the DONE button to submit the new task.
Create scheduled task
In order to handle repetitive or planned tasks, such as predictive maintenance, daily rounds, or morning checklists, we allow you to create scheduled tasks.
This feature saves you time on manually creating tasks and leaves less room for mistakes.
With scheduled tasks, you can:
- Create tasks that automatically repeat at specified intervals or on specific dates.
- Set up reminders and notifications for scheduled tasks.
- Ensure that important tasks are consistently addressed without the need for manual intervention.
- 1When on a channel, Click the Scheduler tab
- 2Click the Add Schedule button on the top right of the page.
- 3Configure the schedule to run according to your needs (Month, Week, Day, Hour).
- 4Click NEXT
- 5Click Add Action button on the right
- 6Select Task in the opened menu
- 7Add task title, description and edit other fields according to your need
- 8Click the SAVE button on the top-right of the dialog to submit the scheduled task
Create Data-Driven task
Zira utilizes data from digital forms and IoT sensors to monitor various production aspects such as energy, production, quality, and maintenance. This data is used to trigger automated tasks based on predefined rules. By leveraging data events, Zira proactively addresses issues and streamlines task management.
- 1When on a channel, Click the Triggers tab
- 2Click the Add Trigger button on the top right of the page.
- 3Configure the rules to run according to your needs
- 4Click NEXT
- 5Click Add Action button on the right
- 6Select Task in the opened menu
- 7Add task title, description, and edit other fields according to your need
- 8You can also insert values directly clicking the Name/Value buttons as shown in the screenshot
- 9Click the SAVE button on the top-right of the dialog to submit the scheduled task