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Task

The task card can be accessed from the search pages or from the list of tasks for a company or from the list of tasks for an equipment or from the planning module etc.

 

The map at the top may be hidden. The 3 columns with fields are configurable, by using a layout.

The buttons

On the frontpage of the task card we find various buttons.

  • Edit: To edit the task

  • Quickedit: To quickedit the task, you can only change the most commonly edited fields

  • Change attachment: Here you can change which company or unit the task belongs to, and change work area and mor Fed e; these fields are seperate for the normal editing because changing them may have far reaching consequences

  • To pool: Here you can send the task to a pool; a pool is just a collection of task

  • Close task: To close the task, if it is already closed then Reopen task or Undo close or Approve buttons may appear instead

  • Create...: From here you can create other objects that are connected to the task

  • Transfer to quotation: This will create a new quotation based on the task

  • Print: Print out the current task

  • SMS: Send an SMS from the current task

  • To template: Make a template out of the current task

  • Invoice now: Send an invoice to the company you are carrying out the task for

  • Copy: Make a copy of the current task; if the task is a project the subtasks will also be copied ; you will be asked which other data to copy (files, product use, equipment attachments), when copying invoiced product use the copies will be marked as awaiting.

  • Save as PDF: Save the task as a PDF-file

  • Go back: Go back to the previous page where you searched for tasks

  • To project: This allows you to assign the task to a project; for more on projects, please refer to the Project module

  • Send mail: Send a mail to the subcontractor

  • Pay accord: Pay out accord

  • Apply update filter: Apply an update filter to the task

  • Less/more: Show more/less of these buttons; click on the pencil inside the button to edit which buttons are always shown 

 

Task tabs

Right under the user card we see the task tabs. These have different purposes:

  • Activity: Here is shown a chronological list of activities that have been done on the task

  • Addresses: A list of all the addresses attached to the task

  • Budget: The current budget of the task is displayed

  • Checklist: A list of all the checkpoints attached to the task

  • Competences: See what competences are required for this task

  • Emails: View a list of emails in relation to the task

  • Equipment: See which equipment are attached to the task

  • Files: See files related to this task

  • Forms: Fill out forms and see previously filled out ones

  • Hours: View any hours registered for the task

  • Invoices: View any invoice that have invoice lines that refer to the task

  • Map: Here you can draw on a map, f.ex. to illustrate areas that are relevant to the task 

  • Notes: See and write notes regarding the task

  • Object access: See who has access or hasn't to the task

  • Planning: View any plans the task might have

  • Product use: View which products have been used while completing the task

  • Reminders: A list of all the reminders for the task

  • Salary: See salary related information

  • Statistics: Choose different mini reports to see statistics about this task