The pinned task feature integrates InEight Document’s Pinned links feature and Compliance tasks. Oftentimes, project members need to mark on a file or drawing to fix or address a finding and assign it to the right team member for action. The pinned task feature lets users create and pin a new task from the Document viewer and sync it with the Compliance application.
Although Compliance is referred to throughout the topic, the Pin Task feature is available for both Compliance and Completions.
As an administrator, you can use the pinned task feature between both applications by configuring the feature in Document and Compliance. After you configure the integration, you can go to Document > File Viewer > Markup and place a pin on a drawing. From the pin, you can link it to a task in Compliance based on configuration. To do this, right- click the pin, and then select Link new InEight item > Link new Compliance task from the menu.
You can also create a new task in Links > Add > Link new InEight item.
When you select Link new Compliance task, a dialog box shows to enter details for the task.
After saving the task, and then saving the markup in File Viewer, a link is saved in the Links tab that is associated with the task created in Compliance.
The following image shows the link in the Document > Links tab:
You can launch the task by clicking the link in the Document Links page after the task has been created. When you click the link, the task opens in the Compliance web application. When the task has not been completed, a dialog box shows to create the task.
The following image shows the associated task created in Compliance:
Assigned tasks will be available to complete in Compliance web or the SQC mobile application as shown in the following images:
Any updates to task values, such as task start date, issue date, and responsible user are synced with the pinned task in the Document links page.
Although Compliance is referred to in the topic, the Pin Task feature is available for both Compliance and Completions.
In Document, you must configure the integration in Address book > Companies > <company> > InEight Integrations tab.
In Compliance, you must configure a module template that integrates with Document. For more information, see the Pinned task setup guide in Integrated Solutions.
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