mc Assetpilot
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mc Assetpilot
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Creating tasks

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Either create single tasks or import a task list via CSV import.

Note

  • Tasks can only be created for assets, not for your whole organization.

  • For production assets in conceptual stage, you can only create a maximum of 10 tasks. See Conceptual stage for production assets.

Tip

Save time by having recurring tasks created automatically. See Automations.

Create a single task

You can assign work and set deadlines for yourself and other users. You can classify tasks by status and priority, and add tags and attachments.

Prerequisites

  • You belong to any other user group than viewer.

  • An organizational structure with assets already exists.

Steps

  1. Select an asset level from the side bar.

  2. Select the domain tab image-20250305-095558.png Tasks.

  3. Select +New task.

  4. Enter a descriptive task Title and add a Description if desired.

  5. Select an Assignee (a user in your organization who should carry out the task), a Due date, Status, and Priority. Add Attachments if desired. Tags are also optional but highly recommended. See also Tags for optimized search.

  6. Select Create.

The assignee now receives a notification email, and the task appears in the image-20250305-095558.png Tasks domain for both you and the assignee.

Create a new task
Create a new task

Import multiple tasks via CSV file

Prerequisites

  • You belong to any other user group than viewer.

  • An organizational structure with assets already exists.

Steps

  1. Select an asset level from the side bar

  2. Select the domain tab image-20250305-095558.png Tasks.

  3. Select image-20241115-063348.png Upload file and select the CSV file with the tasks you want to import. After the upload, the system scans your file for matching columns: The system matches your data to the system columns with the task attributes automatically. If some of your data could not be matched to a system column, you will have to match the columns from your CSV file manually to the missing system columns:

    • Select the column of your CSV file to match the missing system column.

    • Select Next.

    • A table with all the matching data is displayed.

    • Review the table.

    • Select Finish.

All imported tasks appear in the tasks list with the corresponding assignees:

  • The system matches the assignees in your CSV file with the corresponding users of your organization (via matching mail addresses). The tasks will be assigned to these users automatically.

  • If your file does not contain information about assignees, then you as the file importer will be assigned to all tasks. You can then assign users manually by selecting image-20250304-074656.png More options > image-20241219-180335.png Edit for each task.

Create a task from a contract’s obligation

See Create a task from a contract’s obligation.

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