Purpose
The Tasks module provides the user with a place to keep track of all active tasks, track job progress, and create to-do lists using due dates and stages. Users can also assign other users to tasks and add relevant documents, images, or notes.
Task Module
| "+" icon |
Creates a New Task in the Task module. Note: By default, Tasks created in this way will not be linked to any Cost Center in TRUE. |
| Refresh icon | Updates the list with any changes. |
| Report icon | Generate a summarized report of the current set of Task data. |
Sort Options
| Assigned Sort | Select this option to choose a username(s) to filter by. All tasks assigned to that username will be displayed. By default, this button will display and filter by the username logged in. Click the button to clear or choose an option to filter. |
| Incomplete Sort | Select this button to first filter by all records not marked as complete. The button will turn green and display Incomplete. Click the button a second time to display Complete and filter all completed tasks. Clicking a third time will reset the filter and it will revert to gray. All tasks will then be listed again. |
| Overdue Sort | Select this option to filter all tasks past their assigned due date. Select the button again to clear and revert back to all tasks. |
| Stage Sort | Displays Tasks assigned with the selected Stage |
Selected Task Actions
Details Section
Description |
Enter text for the description field. This will display in the preview on the left of the screen and in task lists for jobs or contracts. |
Complete |
When a task is completed, select this check box. The red dot in the tasks list will turn green. |
Field Button |
Enables this task to be viewable in TRUE Field. |
Due Date |
Select the desired due date from the pop-up calendar when clicking in this field. An alert based on a setting in the Alerts section of Company Preferences, will be sent to assigned users prior to or on the due date. |
Stage |
A stage can be assigned to the task by selecting from the drop-down menu. The options for this menu can be set in the Categories module for the option Tasks - Stage. |
Job / Contract |
Select the pencil edit icon to choose a job or contract to relate the task. The task will additionally show in the Tasks tab for the job or contract. If a contract is chosen, the Jobsite, Subcontractor, and Punch List fields will display. |
Jobsite |
Assign the task to a specific area to track jobsite progress. |
Assigned
Displays the Assigned user(s) to this Task.
Files/Emails/Notes
Use this section to track and store images, Files, Email Capture records, and Notes for the task. Select the plus icon and choose the desired option.
Activity Log
View the History Log of user actions or entries pertaining to this selected Task.
Task Mode (Through Quotes/Jobs/Contracts)
In the Quote, Job and Contract modules a user can find the Task mode. Any Tasks that are created for records made in these modules can be tracked there.
Available Modules:
Quotes Module
Jobs Module
Contracts Module
| Description | Enter a detailed description of the Task you would like to create to track the progress of. |
| Assigned |
Assigns user(s) to the selected Tasks. Note: When a user is assigned to a Task, they will receive an Alert notification by default. |
| Stage | Assign a Stage to the selected Task. Allows the user to sort by stages, or to track the current stage of this Task. |
| Due |
Enter a Due Date for the selected Task. Alert notifications are fired to any assigned user(s). Additionally, alerts are sent prior to the Due Date. Note: You can define the length of time prior to a "Due Date" date that you would like to receive this Alert. For more information, review HERE. |
| Field |
Enable/Disable Task access for the selected record in TRUE Field. Note: Required to view a Task in the TRUE Field app. |
| Complete Button | Marks the Task as "Complete". Number of "incomplete" will be displayed on the Tasks mode button within the selected record in red. |
| Trash Icon |
Deletes the selected Task. Warning: This action is not reversible. |