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To-do vs Ad-hoc - when to use either option

To start reports within the Zaptic App, you have the option of completing reports from your to-do list (which must be assigned to you via schedules) or completing reports ad-hoc. 

 

To-do List - 

 

Ad-hoc - 

 

If your site/team schedules tasks for you to be completed, you will see these in your to-do list and this should be the primary set of workflows you need to complete. 

 

Certain types of tasks may need to be started ad-hoc, such as use-cases that include reporting hazards or damages you might see. 

 

You can use the ad-hoc button to start these tasks, or for any unscheduled reports - for example if you believe a task is missing from your to-do list. 

 

If you notice you are missing tasks that you understand should be scheduled for you and showing in your to-do list, please raise this with your line-lead or Zaptic Site PM, as you may need to be added to the correct team.