Building the task to-do and wish lists
When you click on the Tasks tab, you will see the list of all tasks you have created for your vehicle (this is also the default tab when you first open your vehicle page in RideCache). By default, these tasks are listed from most to least recently edited, but you can use the search field and list filters at the top of the list to easily narrow down the view. Here are some tips for effectively creating and managing new tasks in your RideCache (note that these are very similar to the instructions in the Build and Preserve section, but these are focused on creating and managing new and future tasks):
- Create your Task
- Create a new task in RideCache and give it a good name and complete the description including interesting details about the job, why it needs to be done, etc.
- Choose the task type, priority and status. Here are suggestions for using the available status selections:
- To-Do – use for anything you are actively planning to do with your vehicle in the near future.
- Wish – use for anything that you wish or hope to do in the future, but are not quite ready to work on now.
- In-Progress – use this if you want to track larger tasks that you have started, but are not yet completed.
- Scheduled – use this status for things that you know you will plan to do at a certain time or mileage, but that do not need to be done yet (recurring routine maintenance for example).
- Completed – use this status to indicate tasks that have been completed.
- Cancelled – use this status to maintain a record of a task that you no longer plan to do. You can also simply delete a task from your RideCache, but this provides a way to maintain a record of cancelled tasks.
- Record the date and mileage for the task entry.
- Optionally, enter the task labor cost (you will enter parts and those costs separately)
- If this task is for a recurring item (like recurring maintenance items such as oil/filter changes, tire rotations, etc), you can check the Recurring Task box and RideCache will automatically create an identical new task, with the same parts and providers, once you mark this one complete.
- Choose a privacy setting for the task and then Save
- Add Pictures
- Open the newly created task from the task list and click the “+” icon on the profile picture block to add pictures for your task.
- Add as many pictures as you have of the task work in progress and the completed result.
- Add Parts
- With the task window open, scroll down to the Associated Parts section
- If you have previously created the parts for this task and assigned them a status of “inventory” (or “needed” or “wanted”), they will appear in the “Add Existing Part” drop down list and you can select them to add them to the task. Note that if you have already created the parts and assigned them a status of “installed”, they will NOT appear in this list.
- If you need to create a new part for the task, use the green “+” icons to the right of the drop down list to open the “New Part” form. Enter the part information in the form. If you do not find the Category, Subcategory or Brand you are looking for, simply enter those in the “Other” fields provided below those lists. Set the status = “Installed” and click Save New Part.
- Once your part is saved it will appear in the Associated Parts list. You can click the part to open it and add pictures, associated providers and papers to that part.
- Add Resources
- With the task window open, scroll down to the Associated Providers section
- If you have previously created providers as resources (shops, dealers, yourself), you should be able to choose those from the “Add Existing Provider” drop down list and they will be added to your task.
- If you need to add a new resource as a provider, click the green “+” icon to the right of the drop down list to open the New Resource form. Enter the provider information and click “Create”.
- Once your provider is saved it will appear in the Associated Providers list. You can click the provider to open it and add pictures to that provider if you like, or you can access it from the Resources tab at any time.
- Important Note: It is easy to get confused when choosing Associated Providers. Remember, the Associated Provider for the task should be the resource that actually did the task work (a shop, dealer, yourself, etc) while the Associated Provider for the parts will be the vendor that sold you the parts.
- Add Papers
- With the task window open, scroll down to the Associated Papers section
- If you have previously created papers for this task (receipts, warranties, instructions, etc), you should be able to choose those from the “Add Existing Paper” drop down list and they will be added to your task.
- If you need to add a new paper, click the green “+” icon to the right of the drop down list to open the New Paper form. Enter the paper information and upload an attachment if you have it, then click “Save New Paper”.
- Once your paper is saved it will appear in the Associated Papers list. You can click the paper to open it and add attachments if you like, or you can access it from the Papers tab at any time.
- Add Notes
- Click the “Add New Note” link at the bottom of the Task window to add a new note to the task.
- Use notes to capture any important or interesting information relevant to the task. For example, notes about special techniques used or modifications made, special tools required, links to helpful websites or forums, etc.