QuickTask

A floating compose button available on every screen that lets users quickly create action items, add meeting comments, log notes, or navigate to an inspection — without returning to the portal home first.

Overview

The QuickTask button appears as a small pencil icon fixed to the bottom-right of the screen, just above the gear icon. Hovering (desktop) or tapping once (mobile) expands it to a pill labeled Create QuickTask. Tapping the pill opens the QuickTask modal.

TIP

QuickTask is available to all signed-in users. It is not shown when no user is logged in.

Workflow

The modal is a two-step flow:

Step 1 — Choose a type

Type	What it does
Action Item	Creates a new action item on a project
Note	Opens the Notepad or creates a new note
Inspection	Navigates directly to an inspection portal
Meeting Comment	Appends a comment to a field in the active meeting event

Step 2 — Fill in context (varies by type)

Action Item

1. Pick a project from the dropdown.
2. Enter a title (required) and optional description.
3. Set an optional due date.
4. Assign to one or more org members (defaults to yourself).
5. Tap Create Action — the item appears immediately in Pending Actions.

Note

• Create new note — opens the Notepad and creates a blank note.
• Edit existing note — pick a note from the dropdown, then tap Open Note to navigate to it.

Inspection

Presents five shortcut buttons: Project, Equipment, Environmental, Wells, Sump. Tapping any one closes the modal and navigates directly to that inspection screen.

Meeting Comment

1. Pick a meeting series.
2. The most recent (active) event for that series is selected automatically.
3. Pick a field to append to.
4. Type your comment and tap Append Comment.

The comment is appended to the existing field value with a line break — it does not overwrite existing content.

INFO

The Meeting Comment type is only shown if you belong to at least one meeting series. If you have no series, it is hidden from the type selection step.

Mobile behaviour

On touch devices the pill expands on the first tap and collapses after 3 seconds of inactivity if not tapped again. A second tap (while expanded) opens the modal. On desktop, hovering over the button expands it automatically.