Overview
The Tasks module allows users to create, organize, and track project activities in one place. Users can add task details, assign responsibilities, attach files, and flag tasks as risk issues to help manage potential project impacts and mitigation plans.
Process
Adding a New Task
Within your project, navigate to the Tasks module from from the Left Navigation Bar.
click + Add New Task or Add Task.
Fill-out the information needed:
Task Name
Type (Optional)
Description (Optional)
Priority (Optional)
Status (Optional)
Start date and Due date (Optional)
Tags (Optional)
Jobsite Locations (Optional)
Checklist (Optional): Create a checklist of subtasks to be completed within the task. There is no limit to the number of checklist items you can add.
Members (Optional)
Files (Optional): Upload or drag and drop any files or documents needed for reference.
To flag a risk issue for a task, toggle Flag as Risk Issue to Yes.
Fill in the following details:
Risk Level: (High Risk, Medium Risk, or Low Risk)
Risk To: Use the dropdown menu to select affected elements.
Schedule: Specify the expected delay in days, weeks, or months.
Mitigation Strategy: Planned action (or set of actions) used to reduce the likelihood of a risk occurring or minimize its impact if it does occur.
Once all details have been added, click "Create Task" on the top right corner of the Task form.
A green banner confirms the task was added. The task will now appear in the Tasks list within the Tasks module.
This process ensures tasks are properly documented, assigned, tracked, and managed throughout the project.