Turning a message into a job, a task or a report

A photo of a fault does not need retyping: turn the message into a maintenance job, a quick task, a handover note or a report, and the thread follows it.

2 min readUpdated Today
team chatmaintenance jobquick taskhandoverreportincidentconvert messagefault

Why bother

The chat is where a problem is spotted. The record is where it gets fixed, chased and evidenced. Turning one into the other takes a tap and keeps the photo, the words and who said them.

On the phone

Long-press the message and choose:

  • Add a report from this: opens the report kinds (incident, allergen incident, accident, maintenance, complaint, other) with the message's words already in the form.

  • Create a task from this (managers): opens the quick task form prefilled.

  • Add to handover: puts it on tonight's handover for this site.

In the admin panel

Hover a message, press the record button, and choose a maintenance job, a quick task or a handover note. A job opens the full booking form, prefilled from the message.

What happens next

The conversation gets a card for the record, which follows its status as it moves, and the record keeps a link back to the message it came from. Attachments on the message stop expiring, because they are now part of a record.

Raising something from scratch

You do not need a message first. The + button in the composer can raise a report, a task, a job or a poll and post it straight into the conversation.

Try Paddl free for 14 days

Compliance, training, and daily operations in one platform. No credit card required.

Start Free TrialView all features

Related Articles

Team Chat

Team Chat: the basics

Where chat lives on the phone and in the admin panel, which channels you get, and what happens to a conversation when somebody leaves.

Team Chat

Groups, channels and direct messages

Make a group for a project or a team, mute what you do not need, and understand why some channels cannot be left.

Team Chat

Broadcasts and acknowledgements

Send one message to everyone, a site, a group, a role or an employment type, and get a report of who read it and who acknowledged it.

Team Chat

Open shifts and swaps in chat

Publish a week and the unfilled shifts land in the site channel as cards staff can claim, and a shift somebody cannot work can be given away from the thread.

Back to Team Chat