Your first Task in the app will start as an empty sample Task. To tailor the Task to your Project, edit the Task and enter your information.
Start with a task name. Task names should be distinct so as not to confuse them with other tasks being worked on with similar start and end dates.
Once a task has been named, you will need to enter the task start date, end date, location, and select which Project the task is for. Use the “Assign to” button to assign the crew.
Add a Task Description to include additional detailed instructions about the task. This allows you to communicate to the worker precise requirements for task completion. You can include URLs or web links to design drawings or other project documents that are available via web browser.
To add additional Tasks, tap on the Tasks icon at the bottom of the screen. Find the Stage of the Project that needs a new Task. Use the “Add a new task” button at the bottom of the appropriate Project Stage section.
Enter your Task information and use the “Assign to” button to assign crew members.
Create a Sub-Task
With the general Task information added, you can now add Sub-Tasks.
Sub-Tasks can help organize your Task by breaking it up into manageable steps. This also makes it easier to view your Crew’s progress as they complete the Tasks that make up the Project as a whole.
To add a Sub-Task, tap the “More Details” button below the specified Task. Scroll down to the “Sub Tasks” section and then tap “Add a New Task.”
Start with a sub-task name and then enter the start and end date. Add any other detailed instructions for the sub-task.
Assigning Workers to Tasks/Sub-Tasks
Once your sub-task has been created, you can assign workers. Even if you have invited users to the project but they have not yet created their account, you can go ahead and assign them tasks which will be ready for them to view as soon as they log in.
To assign a worker, tap the “Assign to” button and select or add which crew members will be working on the task or sub-task.
Creating a Task Punchlist
Once you have created your Task, you can add a punchlist. Your punchlist should include quick hit items that need to be completed for this Task.
To add a punchlist, tap on the Task you want to edit. This will expand the Task Summary. Tap on the “More Details” button to view the Task Info.
To add items to your Punchlist, tap on the “Add Items” button and add the individual items that make up your Task.
Once created, 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.
To edit the order of your Punchlist, tap on the “Edit List” button. Press down on Item C and drag it above Item B.