After you have created a Task, any Admin user can Edit that Task in C4. Make sure you click on the button to ‘Save Info’.
After a task has been Assigned, then it’s up to the Worker or Foreman or any other Assignee to update the Task.
Editing by Roles
Workers and Foremen who have been assigned the task may only view the Task in the app and update only the Task Status and Completion Amount fields.
Any Admin user who is assigned to the Task may Edit/Update the Task in the app.
Any Admin user viewing the Task in C4 may edit/update the Task (even if they are not assigned to the Task. Admin users in C4 see all tasks for the project.
Editing Task Status
Task Status can be set in C4 or in the App. When a status is set, users can see the latest status reflected in both C4 and the App. Setting a Task Status allows Project Managers, Foremen, Field Managers get an up-to-date look at what’s going on with the Task. Task Statuses include:
- TBA: “To be Assigned” - this is the status that is automatically set when a task is created
- Assigned: this is the status that is set when at least 1 user is assigned to that task. By default, a manually created task is automatically assigned to the user who created the task.
- In Progress: when a worker assigned to the task is ready to begin work on that task, they can change the status to In Progress to let others know that this task has begun.
- Done: when a worker has completed their assigned task, they can change the status to Done to let their Foreman, Supervisor, or Team Lead know that the task is completed.
- Verified: for some companies, their projects require a level of approval directly from the worker’s supervisor, foreman, or team lead. In this case, the Task Status of Verified can be used for the worker’s direct field manager to review and verify that the task was completed.
- Note: for more simplified project workflows, you may not need to move tasks from Done > Verified > Approved. These statuses are available to use or not use according to your project’s processes.
- Approved: for some companies, their projects require a final level of approval from the project manager, superintendent, engineer, etc. In this case, the Task Status of Approved can be used to provide final approval of a completed task.
- Note: for more simplified project workflows, you may simply choose to move a task directly to Approved status to denote the final completion of a task.
- Blocked: when a task can not be continued or worked on or completed due to unforeseen circumstances, a worker, foreman, project manager, etc can mark the task as Blocked. A worker can leave comments on the Task Chat to indicate reasons for the block - e.g. materials delay, labor shortage, weather, impact from previous task dependency, etc.
- Rework: when a task is marked as Done and is undergoing review by the foreman, supervisor, etc, they can indicate the Task was not completed correctly or per spec. In this case, they can change the Task Status to Rework. This is indication to the worker/foreman that additional work must be performed to correct any issues. Comments can be added in the Task Chat to help clarify what additional issues must be resolved before updating the status to Done again.
- Closed: this is an administrative task status intended for marking a task as Closed. The most common scenario is that a task was originally created in the project plan but no longer is applicable or no longer needs to be performed. In C4, an Admin user can update this task status to Closed.
Editing Completion Amount
When a Completion Target is specified as part of the Task Details, a worker can enter Completion Amount as they are making progress on the task.
For example, Task ABC is scheduled for 4 days starting Sept 20, 2021. On the first day, the worker moves the Task Status to In Progress and at the end of the day, they enter the Task Completion Amount to be 30%. The next day, the Completion amount is updated to 60%. And the third day, the worker marks the task as Completion Amount 100% and changes the Task Status to Done.
Editing Start and Finish Dates
For some company projects, you may want to track the Actual Start Date (which may differ from the scheduled/estimated Start Date) so that the project plan may be updated/adjusted accordingly.
In the Task Details, admin users can edit the Actual Start Date manually. This field is included in the Export CSV File or the MS Project Plugin Sync for reconciliation with your project file.
For some company projects, you may want to track the Actual Finish Date (which may differ from the scheduled/estimated Due Date) so that the project plan may be updated/adjusted accordingly for any subsequent dependent tasks.
In the Task Details, admin users can edit the Actual Finished Date manually. This field is included in the Export CSV File or the MS Project Plugin Sync for reconciliation with your project file.