Managing tasks on the “Task desk” page

Who can do it: Service provider, Customer
Where: Wialon Platform FleetSpace

This page describes how to manage and resolve incidents, referred to as tasks, that are automatically generated by the system based on predefined triggers. The Task desk page in Wialon Platform FleetSpace allows users to track, update, and document the resolution of these tasks, ensuring efficient fleet operations and timely responses to critical events.

To view tasks, navigate to the Task desk page in Wialon Platform FleetSpace. The page displays tasks organized into columns: New, In progress, Processed, and False.

Click on the icon on a task to view its details.

For each task, you can see the following information:

• Task name: Taken from the automation that created it.
• Time and duration: The start and end time of the event that triggered the task. If the event is still active, Ongoing is displayed instead of the end time.
• Device name: The device associated with the task.
• Driver name: The driver who was assigned to the device when the task was created (requires Read permission for drivers).
• Assignee: The user to whom the task is assigned (requires View permission for users). By clicking on this field, you can assign or reassign the task (requirers Update permission for users).
• Automation icon: The icon of the automation that created the task.
• Labels: Labels currently assigned to the device.
• Notes: Notes containing the automation text (by default) or information added by users (requirers Update permission for tasks).
• Address: Address of the incident, if available.
• Log: Log of all task changes.

To view details about the device related to the task and see the task event on the map, click on the task section itself. The content of the task details is configured by the service provider.

You can assign a task to a user to designate responsibility for its resolution. This requires the Update permission for users.

1. On the Task desk page, locate the task you want to assign.
2. Click on the user icon on the task section.
3. Select a user from the list. You can also use this list to reassign the task to a different user or unassign it.

You can also assign a task to a user from task details.

You can update the status of a task to reflect its current stage of resolution.

1. In the navigation menu, go to the Task desk page.
2. Locate the task you want to update.
3. You can update the task status by one of the following methods:

   • Drag it to the required column: New, In progress, Processed, or False.

     

   • Click on the task to open its details. Click on the current status and select the required status in the menu.

     

This action is recorded in the task log within the task details.

You can add or edit notes for a task to provide additional information or document actions.

1. In the navigation menu, go to the Task desk page.
2. Locate the task for which you want to add or modify a note.
3. Click on the icon on a task or click on a task to access the note.
4. In the note field, enter or edit the text. By default, it contains the text of the automation that triggered the task creation.
5. Click the icon to confirm the changes.

To find specific tasks on the Task desk, you can use the search and filter options, apply a time filter for resolved tasks, and sort tasks within columns.

You can filter the list of tasks by the following criteria:

• Device name: the device that triggered the automation with the Create a task action.
• Updated by: the user who last updated the task. If you select No assigned user, the filter displays not assigned tasks.
• Creation date: the time the task was created.
• Last update date: the time the task was last updated.

To find a task, use one of the following methods:

This method is best when you know the name of the device, the user or date you are looking for.

1. Start typing in the search field. As you type, the system will suggest matching criteria.
2. Select a criterion from the list.

The list is filtered to show all results that match your selection.

In this method, you start searching by filtering the list first.

1. Click on the search field to open the filter options.
2. Select a filtering criterion, for example, Device name.
3. Choose the specific value. For the Device name filter, you can select one or more devices from the list.
4. Click Apply to see all the results matching the selected filter.
5. To add another filter, click on the search field again and select an additional criterion.

You can filter the Processed and False columns to show only tasks that were resolved within a specific time period.

1. On the Task desk page, locate the Processed and false filter field.
2. Select the required time interval.
3. Click Apply.

The tasks in the Processed and False columns will update to show only those matching the selected period. The New and In progress columns will remain unchanged.

You can sort tasks in the New, In progress, Processed, and False columns by their creation time. By default, the oldest tasks are at the top of the column. To change the sorting order, click the icons and at the top of the required column.