Home > SI 2017 Documentation > User Guide > Scheduling > Tasks > Creating Tasks

Creating Tasks

Details

 

Tasks allow you to assign Items and Resources to work to be done for a Project. Tasks are created and managed in the Task Explorer. Tasks can be integrated for use with the optional product Mobile Install.

 

Note: you will want to check in the Project prior to creating a Task. The Items available to add to a Task will pull from the "server" copy of a Project. If you have a Project checked out to you and make add/remove items, those changes will not be available in the Task until you check in the Project.

Steps

 

Click Start->Scheduling->Manage Tasks:

 

 

This will open the Task Explorer interface. Click the [New] button:

 

 

You will be prompted to select a project:

 

 

This will open the New Task form.

General Tab

 

 

Here you can enter a name for the Task, a Start/End date/time. You may want wait until you add Items to the Schedule to determine the date/time to assign to the Task. See below for more details.

Contact Tab

 

 

The primary Contact for the Project will display here. You can edit this if needed.

Address Tab

 

 

The Address fields will pre-populate with the address from the Project but you can modify if needed.

Notes Tab

 

 

You can add Notes for the Resources (installers) on the Notes Tab. This field will be synched back and forth with Mobile Install.

Items Tab

 

items tab w options.png

 

Note: you will want to check in the Project prior to creating a Task. The Items available to add to a Task will pull from the "server" copy of a Project. If you have a Project checked out to you and make add/remove items, those changes will not be available in the Task until you check in the Project.

 

Here you can add Products, Labor Items, and Packages from the Project to the Task. Once added, those items are "flagged" so they can not accidentally be added to different Task.

 

 

 

If you are charging for labor per item, there will be a summary of hours in the bottom right corner of the interface:

 

total labor hours.png

 

Both the Base and Misc. subphases will be used by default for the total hours associated with each Product. If you do not wish to include the Misc. subphase, click the [Settings] button in the Task ribbon and then set the value to "No":

 

settings button.png

Resources Tab

 

 

When you click the [Assign] button, you can then choose who to assign to this Task from your Resources/Users:

 

 

Use [Ctrl] or [Shift] to select multiple Resources and then click the [Assign] button.

 

 

You can also check a Resources availability based on a date range and what other Tasks/Service Orders they have been assigned:

 

 

Assigned Resources will automatically be assigned an hour in the Estimated Hours fields. You can manually change this as you see fit. You can also choose to "Assign estimated hours based on total labor hours" or "Assign estimated hours based on duration".

 

 

Assign estimated hours based on total labor hours

This option will split the total labor hours evenly amongst your assigned Resources. The total labor hours value is the sum of the the Labor Hours assigned to the items added to the Task.

 

 

Assign estimated hours based on duration

This option will split the estimated hours entered on the General tab evenly amongst your assigned Resources.

 

 

In addition/alternatively you can go back to the General tab and manually set the Start/End date/times, or use the Compute End option:

 

 

Compute End

This option will allow you to choose assign the end date based on Item Labor Hours or on the Estimated Resource Hours:

 

 

You can click the "Change Business Hours" link to adjust your working hours. Click here for details.

 

You can also then set the Scheduled Start/End date/times with the Set as Scheduled Dates link:

 

 

Note: If using Mobile Install, the Scheduled Start/End will automatically default to the Start/End date/time if null.

 

Once done, click the [Save and Close] button and the Task will display in the Task Explorer.

 

 

Tasks also display on the Calendar.

Mobile Install Users

 

If you are using Mobile Install, you can Publish your Task(s) to Mobile Install via the [Publish] button in the Task Explorer or from within the Task itself:

 

 

 

This will open the following form where you can select which reports you want to be exported with the task to Mobile Install, as well as a section where you can upload any other files that you wish (other SI 2017 reports, drawings, etc.):

 

report_selection_step_2.png

 

Click the [Publish] button when done. Once you published you will get a confirmation:

 

Creating Mobile Install Users

 

If you attempt to publish Tasks or Service Orders that are assigned to Resources that are not Mobile Install Users, you will be prompted to create them:

 

prompt_to_create_mobile_install_users.png

 

Click the [Create] button and if you have Mobile Install licenses available, you will see the following form where you can modify the information if desired then click [Create]:

 

 

If you don't have any Mobile Install licenses available, you will be prompted to purchase one:

 

 

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