How to Add and Manage Products in TaskPilot

How to Add and Manage Products in TaskPilot

Effectively managing products in TaskPilot is crucial for tracking resources and ensuring accurate task completion.

Effectively managing products within TaskPilot is essential for tracking resources and ensuring accurate task completion. Here’s how you can add and manage products in the app:

To Add the Product and Records:

  1. Access Your Tasks: Log in to your TaskPilot app. Tap on the Dashboard icon located at the bottom of the navigation bar. Go to the My Tasks section and select the task you want to work on.

  2. Add Products to a Task: Once you’re on the task log page, tap the blue plus icon next to the Products section and a list of available products will appear. Browse through and select the items you need. After selecting the desired products, tap the Select button to confirm your choices.

  3. Record Product Usage: For each selected product, you can add a usage record based on the measurement unit specified (e.g., kg, items, liters). Tap the product to open a modal, where you can enter the amount used or available. For some products, you’ll first need to input a tare weight (kg) to ensure accuracy. After entering the tare weight (if needed) and the product amount, tap "Save" to record it.

  4. Manage Multiple Product Records: You can add multiple records for the same product if needed, allowing you to track usage over time or across different stages of a task.

To Edit the Record: 

Simply tap on the product record again, adjust the amount as needed, and tap Save. The updated information will be reflected in the total.

To Delete the Record: 

If you need to remove a product record entirely, reopen the record, and tap the Delete button. This will permanently delete the record from the list and automatically recount the total amount.

To Delete the Product: 

To remove a product entirely from the task, tap on the delete icon next to the product's name, and confirm the action in the pop-up modal. The product, along with all its associated records, will be removed from the task.

By following these steps, you can efficiently manage products within your tasks in TaskPilot. Whether you need to add, adjust, or remove products, TaskPilot provides a streamlined process to ensure your resources are accurately tracked. For more detailed guides and tips, be sure to explore our additional resources.