Tasks
The Tasks sub-module allows you to create, assign, and track tasks within individual jobs. Tasks break down project work into manageable units that can be delegated to team members, monitored for progress, and linked to specific deliverables or milestones.
Tasks are always associated with a parent job and can be organized hierarchically. Each task carries its own status, priority, assignee, and due date, providing granular visibility into project execution.
Key Fields
| Field | Description |
|---|---|
| Task Code | Auto-generated unique identifier for the task |
| Job | The parent job to which the task belongs |
| Task Name | Short descriptive title of the task |
| Assigned To | The staff member responsible for completing the task |
| Priority | Task priority level (e.g., High, Medium, Low) |
| Start Date / Due Date | Planned start and completion dates for the task |
| Status | Current status of the task (e.g., Open, In Progress, Completed, Cancelled) |
| Description | Detailed description of the work to be performed |
Creating Tasks
To create a new task, click Add Task and fill in the required fields. Select the parent job, provide a task name, assign a responsible person, and set the priority and due date. Tasks can also be created directly from within a job's detail view.
Tracking Progress
The task listing supports filtering by job, assignee, status, and priority. Use these filters to monitor outstanding work, identify overdue tasks, and track team workload across multiple jobs.
Videos
The following videos demonstrate key features and workflows covered on this page.
How to Update Task Status.