Task Management: Assigning Resources and Updating Tasks
Last Updated: September 19, 2023
Use Task Management to see the most recent tasks that need to be assigned to a resource and for further updates in the process.
Here are the steps to follow:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Task Management.
On the Task Management summary page, click on Create Ticket. This will open the Task List Form.
On the Task List form, there are fields for Subject and for selecting** Task Type, Task Category, ID**, and which specific Task.
For Task Type we have options to choose from: Ad hoc, Change Order and Punchlist. Each Task Type indicates which tasks need to perform the changes.
Following your selections from the Task List section, the Task List items section will be filtered by clicking Search.
Task Items display without yet selecting from the Task list, all task list items display by default.
On the Task List Items section, select which Task you are going to update.
Alternatively, as you answer each question, the corresponding box will be automatically checked. You can also select multiple tasks, or you may use the Select All Rendered Items option to select all.
Check and update the following fields needed:
Start Date
End Date
Actual Start Date
Actual Completion Date
Assigned To
Priority
Location
Status
Remarks
Origin Description
Attached Photos of Task
If nothing shows on the Assigned To dropdown, check the Resource record if it contains any data.
Tasks can be tagged with their status as:
To Do
Assigned
Completed
Rework
Closed
Cancelled
Quo
You can update more than one task after updating one.
Once you are finished, click on Submit Ticket. This will update and save the recently set statuses in the Task record.
Task Management
Assigning Resources and Updating Tasks
Use Task Management to see the most recent tasks that need to be assigned to a resource and for further updates in the process.
Instructions:
Here are the steps to follow:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Task Management.
On the Task Management summary page, click on Create Ticket. This will open the Task List Form.
On the Task List form, there are fields for Subject and for selecting** Task Type, Task Category, ID**, and which specific Task.
For Task Type we have options to choose from: Ad hoc, Change Order and Punchlist. Each Task Type indicates which tasks need to perform the changes.
Following your selections from the Task List section, the Task List items section will be filtered by clicking Search.
Task Items display without yet selecting from the Task list, all task list items display by default.
On the Task List Items section, select which Task you are going to update.
Alternatively, as you answer each question, the corresponding box will be automatically checked. You can also select multiple tasks, or you may use the Select All Rendered Items option to select all.
Check and update the following fields needed:
Start Date
End Date
Actual Start Date
Actual Completion Date
Assigned To
Priority
Location
Status
Remarks
Origin Description
Attached Photos of Task
If nothing shows on the Assigned To dropdown, check the Resource record if it contains any data.
Tasks can be tagged with their status as:
To Do
Assigned
Completed
Rework
Closed
Cancelled
Quo
You can update more than one task after updating one.
Once you are finished, click on Submit Ticket. This will update and save the recently set statuses in the Task record.
Updated on: 25/09/2023
Thank you!