Overview:
Tasks is a centralised place for task items that have been assigned or attached to different areas of Upvise such as Contacts, Projects, and Equipment. Users can review and complete their assigned tasks here, as well as add new ones. Tasks can be organised into Task Lists and have Forms associated with them. They can be recurring and also assigned to external contacts/clients.
Screen Guide:
Tasks are organised into several categories on the left side menu, with Open being the default:
The dashboard provides a visual representation of key indicators, split into different tabs. On the Tasklist and Project tabs, the graph bars can be clicked on as a shortcut to the data it represents.
Punch Items are used to keep a list of important items that must be completed for a project.
Click on an item to see the details:
You can Complete or Reject the Punch Item from the top menu, as well as attach files/photos or edit the details.
The Open section shows all tasks that are still open. This provides a quick way to keep track of tasks that are outstanding.
To complete a task, simply tick the checkbox on the left side. You can review completed tasks in the Completed menu section.
Next Steps:
Tasks should be reviewed frequently to ensure smooth operations.