01What it is
A task belongs to a job, or to a unit when it is about servicing the unit after handover. It has a title, an area such as the living room or hallway, a start, a duration and estimated hours.
A task has a team or a person: a team when a team does the work, a person when one individual is responsible. Which conflict the schedule shows depends on that.
Task states are To do, In progress, For approval, Blocked and Done. Blocking requires a sentence about what the task waits for. A finished task cannot be deleted, because the project's history stays.
- CHECKLIST
- A required item blocks closing the task.
- PROOF
- A task requiring proof closes after a photo or document is uploaded.
- DEPENDENCIES
- What must come first. Schedule conflicts come from here.
02What it is for
Everyone knows their work
A team or a person, start and end on every task.
Delays in plain sight
The Late tile and a red marker once the task's end has passed.
Proof a week later
A photo of work that gets covered up, taken before it is covered.
You know what is stuck
A blocked task carries a reason the manager and the team can see.
03Main options
The tasks screen is a register with tiles, the board view, the form and the task card.
Work to be done
Tiles: unfinished, late, blocked and unassigned.
- Filters for job, state, assignee and window
- Project tasks or unit service
- CSV export
Columns by state
Every task card stands in the column of its state.
- Move a card to another state
- Due today and Overdue markers
- Putting a task on hold with a reason
Plan, state, dependencies and proof
Everything that decides whether the task may be closed.
- Tabs: Overview, Dependencies, Checklist, Proof of completion, Task events
- A checklist loaded from a template
- The team conversation on the task
04Tasks step by step
- STEP 1Open Modules › Projects › Tasks and choose New task.
- STEP 2Enter a title, for example “Skim coat, living room and hallway”, and choose the job.
- STEP 3Choose a team or a person and set the start and duration in days.
- STEP 4For work that gets covered up tick Requires proof of completion, then save.
- STEP 1Open the task card and go to the Checklist tab.
- STEP 2Choose Load from template or add items by hand.
- STEP 3A required item must be ticked before the task can be closed.
- STEP 1On the task card open the Proof of completion tab and upload a photo or document.
- STEP 2Tick the checklist items and change the state to Done.
- STEP 1On the task card open the Dependencies tab and add a predecessor.
- STEP 2Choose the type: Finish to start, Start to start or Finish to finish.
- STEP 3A dependency cannot point at a task from another project or close a cycle.
05Actions
The most common tasks around tasks.
New task
Work to be done.
Block
With one sentence on what the task waits for.
Upload proof
A photo or document of the work.
Schedule
Chart and conflicts.
CSV export
Tasks in one file.
06What it connects to
Choose a module to see what connects to a task.
Schedule
The schedule chart and its conflicts are built from tasks.
Go to the topicScheduleChecklist templates
You load a checklist from a template.
Go to the topicChecklist templatesConversations
Messages from the Conversation tab reach the conversations register.
Go to the topicConversations