Home > SI 2015 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:

 

new_task_button_on_ribbon.png

 

You will be prompted to select a project:

 

select_project_prompt.png

 

This will open the New Task form.

General Tab

 

new_task_form.png

 

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.

Address Tab

 

address_tab.png

 

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

Notes Tab

 

notes_tab.png

 

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.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.

 

add_buttons.png

 

items_added.png

 

Resources Tab

 

resources_tab.png

 

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.png

 

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:

 

start_end_dates.png

 

Compute End

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

 

compute_end_date.png

 

Note: You can manage Resource Hours, click here for details.

 

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

 

scheduled_dates.png

 

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:

 

 

task_in_explorer.png

 

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:

 

publish_to_mobile_install.png

 

publish_from_task.png

 

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 2015 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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