You can manage your Tasks via the Task Explorer:
By default, all Tasks will display in the Task Explorer:
You can filter your Tasks via the Quick Filter button:
You can filter via the column filters:
You can also filter by Client and/or Project in the tree on the left side of the Task Explorer:
Another way to view Tasks for a specific Project is within the Project Explorer. When you have a Project selected you can click the Tasks tab along the bottom section of the interface:
If you would like to see all of the Tasks for a Client and not just the ones for the selected Project, there is a check box for that:
To edit an individual Task, you can double-click in the Task Explorer grid or you can select the Task and click the Edit button:
This will open the task for edit where you can edit any fields needed. You may want to enter actual hours for the Resources, mark items as installed, change the Status or % Complete, etc. If you are using Mobile Install many of these fields can and will be updated automatically when changed in Mobile Install, see below.
You can edit multiple Tasks at a time using the Mass Update function on the ribbon:
You can choose which fields you want to update for the selected Tasks:
The following fields will automatically update within the Project for any items which have been edited on the Task: Serial Number, IP Address 1, IP Address 2, MAC Address 1, MAC Address 2, Picked, Picked Date, Installed, Installed Date, Install Notes.
If you don't want these fields to automatically update, you can turn this function off in your Project Settings:
The Time Sheets tab will display all Time Sheets synchronized from Mobile Install and you can create Time Sheets here as well.
You can lock/unlock Tasks and Task reports:
When a Task is locked it can not be edited and when a Task's reports are locked no reports can be generated for the Task. Locking can be done manually or it can be done via Workflow Rules.
When a Task or its reports are locked you will see the lock icon next to the Task in the Task Explorer:
A user must have permission to lock/unlock Tasks or Task reports.
If you are using Mobile Install, Tasks will automatically update with the edits made in the Mobile Install interface, e.g. Time Sheets, Serial Numbers, Site Items, Site Notes, etc.
If Site Items were added to the Task in the Mobile Install interface, they must be added to the Task in order to add these items to the Project.
The next time you open the Project, you will be prompted to add the Site Items to the Project:
This will open a form where you can select the Site Items that you want to add to the Project. Click the Add to Project button:
A form will open where you can select a Product from your Catalog, and choose the Location and System where you would like to assign the Product. This form may be pre-filtered to Items in your Catalog based on the fields you entered for the Site Items but you can click the Reset button on the ribbon to see all items.
Once added, you will be prompted to save and check in your Project: