Results of Tag: FAQ

FAQ’s (Frequently Asked Questions)

How do I add a task to Snapfix ?

The simplest way to create a task is to take a photo.  Just tap the camera icon, and take the photo.  You can optionally add a task title, and press Save.
The task is now created with the default colour Red.

All Admins in your Group can now see this task.

How do I share a task with other users ?

You can share this task with one or more users in your Group by tapping the + icon, and choose Users.  Choose the Users you wish to share the job with.

How do I “Tag” a task, and what are the types of tags ?

You can “tag” this task to a Location by tapping the + icon, and choose the Location.  Please note that the word Location can be customised for your own use (e.g. Rooms).

You can also “tag” this task to a piece of equipment by tapping the + icon, and choose the Asset.  Please note that the word Asset can be customised for your own use (e.g Equipment).

You can also “tag” this task to any general type of label e.g. Electrical, Plumbing, Health & Safety, Quality, Compliance.  Please note that the word Tag can be customised for your own use (e.g Category).

What are the benefits of “Tagging” a task ?

Tagging a task allows you to search on it as a later date.  For example “Show me all tasks in Room 21” or “Show me all tasks that are related to Health and Safety”.

How do I change the colour or priority of a task ?

Choose the + icon, and select the “Colour, Flag” menu option.  You can then change the colour, or tap the Flag icon to mark the task as a priority.

How do I add new users to a Group ?

Admins can add users and other admins to a Group.
From the home screen, choose the top left menu icon.
Choose Group Settings
Choose “Admin Users” to add an Admin User
Choose “Users” to add a User

What is the difference between an “Admin” and a “User” ?

Admins can see all tasks, while Users can see the tasks they create themselves, and the tasks that are shared with them.
An Admin can create new Groups, User and Tags. 
Admins can also Archive and Delete tasks.

How do I add or update tags ?

Admins can add new tags and update existing tags. 
The 3 types of tags are: Location, Asset and Tags.  An Admin can edit these titles, using the pencil icon.
As an Admin, to add tag, choose the blue + icon on the popup screen, of Location, Asset or Tags.  
The Admin can edit the tag name, by using the pencil icon.

How do I search for a task ?

Use the search icon (spyglass) to search for any text.  As you type, the tasks will be displayed that relate to the search, in Red, Yellow and Green.

How do I filter tasks ?

Filtering is a very powerful way to view the tasks that you want to see right now.  Use the filter icon (bottom left of home screen) to filter your tasks on:
Tags (Location, Asset, Tags), Users and Dates.

How do I add a Video ?

On the home screen, choose the + icon.  This will display the screen to allow you to create a 15 second video.  The 15 second limit is to encourage user to focus and get to the point quickly.
In an upcoming version, Snapfix will allow you to choose a video from your Gallery.

How do I add a Sketch or LARGE TEXT ?

On the home screen, choose the + icon.  This will display the screen to allow you to use LARGE TEXT or finger sketches.

How do I create a Report or Dashboard ?

Task Report:  When you are in a task, tap the 3 dots icon (top right corner) and choose Share.  This will create a PDF report of the task, which can be saved, printed or shared (by email, WhatsApp, etc). 

Completed Report:  When you are on the home screen, tap the 3 dots icon (top right corner) and choose the “Completed Report” menu option.  This creates a spreadsheet with all tasks completed, by users between a date range.  The report displays daily, weekly and monthly results.  It can be saved, printed or shared (by email, WhatsApp, etc). 
Please note that you can filter your tasks before generating the report.

Dashboard:  When you are on the home screen, tap the 3 dots icon (top right corner) and choose the “Dashboard” menu option.  This will display the dashboard screen, with summary and detailed information.   
Please note that you can filter your tasks before generating the report.

How do I export my information ?

When you are on the home screen, tap the 3 dots icon (top right corner) and choose the “Export” menu option.  This creates a spreadsheet with all tasks.  The report displays daily, weekly and monthly results.  It can be saved, printed or shared (by email, WhatsApp, etc).
Please note that you can filter your tasks before generating the report.

How do I delete a task ?

Only Admins can delete tasks. 
When you are in a task, tap the 3 dots icon (top right corner) and choose Delete.
*** Please note that tasks cannot be un-deleted. ***  
In the future, Snapfix will offer a “Trash Can” where tasks can be un-deleted.

How do I archive, view archived tasks, and un-archive a task ?

Only Admins can archive and un-archive tasks.
When you are in a task, tap the 3 dots icon (top right corner) and choose Archive.  Archived tasks are stored on the cloud, but not available to view on the phone.

To view an archived tasks, go to the home screen, and choose the filter icon, choose Dates, and tick the box for “Include Archived Jobs” and press Ok.  The archived tasks will be displayed with the letter A in the colour icon.

To Un-Archive a job, go to the home screen, and choose the filter icon, choose Dates, and tick the box for “Include Archived Jobs” and press Ok.  The archived tasks will be displayed with the letter A in the colour icon.  You can select a task, and tap the 3 dots icon (top right corner) and choose Unarchive.  

How do I create a “Planned Task” ?

Any task can be planned to appear Daily, Weekly, Monthly or at any specific Date in the future. 
The first step is to create the task.
The second step is to add users to that task.  The planned tasks will be displayed to those users on the future date.  Admins will see all tasks at those future dates.
Tap the 3 dots icon (top right corner) and choose “Planned Jobs“.  Choose the Date, or Daily, Weekly or Monthly.  And choose the start and end dates, and press Ok.
The tasks will appear on the appropriate dates, to the users.

How do I setup the electronic NFC Tags ?

NFC means “Near Field Communication” and in simple terms this means that you can tap your phone and record a task or activity without any typing.
Snapfix is shortly releasing a new and simpler version for NFC tags (due end Nov 2019).  Please contact info@snapfix.net for further information.

What are the minimum phone requirements for Snapfix ?

Snapfix supports Apple and Android phones.  There are thousands of models of phones in the market, and we are aim to support the majority of those.  For performance, we recommend phone models that are not older than 5 years.

Can I use Snapfix on my desktop / on a web site ?

In our next version (end Nov 2019), you will be able to use Snapfix on a website, using the same login and password that you use on the phone.