Home > SI Documentation (v14) > User Guide > Scheduling > Tasks > Managing Tasks

Managing Tasks

You can manage your Tasks via the Task Explorer:



Viewing Tasks


By default, all Tasks will display in the Task Explorer:


task explorer.jpg



You can filter your Tasks via the Quick Filter button:


quick filter.jpg


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:


date client project filter.jpg

From the Project 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:


project explorer tasks.jpg


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:


show all clients.jpg

Editing Tasks


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:


edit button.jpg


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.


edit task.jpg


You can edit multiple Tasks at a time using the Mass Update function on the ribbon:


mass update.jpg


You can choose which fields you want to update for the selected Tasks:


mass update tasks.jpg

Project Fields Affected


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:


project settings.jpg

Lock/Unlock Tasks


You can lock/unlock Tasks and Task reports:


lock tasks.jpg


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:


lock icons.jpg


A user must have permission to lock/unlock Tasks or Task reports.

Mobile Install Users


If you are using Mobile Install, Tasks will automatically update with the edits made in the Mobile Install interface, e.g. Actual Hours, Serial Numbers, Site Items, Site Notes, etc.

Site Items


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.


site items tab.jpg


The next time you open the Project, you will be prompted to add the Site Items to the Project:


site items prompt.jpg


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:


add site items form.jpg


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.


add site item from catalog.jpg


Once added, you will be prompted to save and check in your Project:


save and check in.jpg

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