Once you have completed creating the project, you are ready to start adding Tasks. You can add Tasks manually from the Project view or from the Task List view.
To do so from the Project view, click on the Project card of the project you want to add a Task to. That will open up the Edit Project view. Click on the "New Task" button that is on the far left.
To add tasks from the Task List view, click on the Project name on the left hand side of your screen. This will show you the entire task list for the project. Click on the "New Task" button in the upper right hand corner to add a task.
Tasks are how each of your Projects is broken down into manageable action items. You can import many tasks at once using the tool at the top of the page, or you can add tasks individually.
Minimally Required Fields
- Task Name: a short name for that task
- Start Date: the estimated Start Date for that task
- Due Date: the estimated Due or Finish Date for that Task
- (Unique ID): when you create a task manually in C4, the system will automatically assign a Unique ID to the task. You can use this Unique ID for Searching. This field can not be edited.
Additional Task Fields
You may want to add some additional details to the task so that the assigned workers have more information about the task they will be working on.
- Location: this field allows you to specify exactly where on the job site this task will be. For example: 5th Floor, Lobby, Tower 1, Roof
- Subcontractor: this field allows you to create or select from a list of Subcontractor groups who will be working on your project. This allows you to easily filter Tasks which are being assigned / handled by specific Subcontractors
- Completion Unit (drop-down): if you want to track the task completion, you can choose the unit of measurement for the completion. The most common is using Percent (%) completion. Additional units for tracking completion are:
- LF: Linear Feet
- SF: Square Feet
- CY: Cubic Yard
- EA: a unit / “each”
- Completion Target: you can specify what the target for completion is.
- %: For example, when your unit of measurement is %, the Completion Target will automatically be set to 100% as the target.
- For all the other completion units (eg LF, SF, CY, EA), you can enter the target; for example, if a task requires 200 LF of cabling to be installed, then you would select “LF” for the unit and enter 200 in the Completion Target field.
- Task Type: this field is a “use-it-how-you-wish” field and allows you to add a custom tag to the task. A task may have one Task Type tag.
- Simply start typing and you’ll see the option to “Create <your type>”. Click on it to add that tag. Once you create a Task Type, that value is available to you as a drop-down in C4 so you can tag other Tasks with that same Task Type.
- For example, if you need to track and assign tasks that are not related to the actual construction tasks, you might have a custom tag called “Pre-construction”. In the Task Type field and in the Task List column, you’ll see your custom tag “Pre-construction” and you are able to use the Filters to only show tasks tagged with this value.
- Description: this field is used when you want to include additional detailed instructions about the task. This allows you to communicate to the worker precise requirements for completing the task. You can include URLs or web links to design drawings or other project documents that are available via web browser. The URL will be clickable. (See example below right)
If you need to further break down your project into manageable action items, each task can be broken down into sub tasks. These will appear in your task list with bullet-point style icons and appended Unique IDs so you can keep track of your project in a way that is easy to manage.
Need to know what’s happened in the task? The History panel in the bottom right will show you the different Task Statuses that were updated by the worker and when the task was updated.
Once you have created your Task, you can add a Punchlist. Your Punchlist should include quick hit items that need to be completed in order to mark your Task as done.
To add a Punchlist, click on the Task you want to edit. This will open up the Task Info menu. Scroll down to the Punchlist section and click on the “Add Punchlist” button. Add the individual items that make up your Task.
Each item will have a checkbox next to it. When each item is complete, check the box. As your Task is underway, you are able to view the Punchlist and see which items have been checked off and which items still need to be completed.
In addition to updating your Punchlist in real time, you also have the ability to reorder the items on your punchlist.
For example, your punchlist might look like this:
- punchlist item A
- punchlist item B
- punchlist item C
- punchlist item D
However, if you would like to change the order of the items on your Punchlist so that Item C comes before Item C you can.
Hold your mouse down as it hovers over Item C and use the mouse to drag it above Item B.