Project Tasks help you create an organized schedule for all team members involved in the project. By creating project tasks and assigning them to your team members, you let them know their involvement in the project ahead of time.

When team members work on their tasks, they have the option to set the task status as "In Progress" or "Complete." You get to see the top-level view of all projects and the tasks by their status and this helps you easily track the completion status of projects.

Here are some concepts you will need to know to create and manage project tasks effectively.

A Phase is a specific stage in the lifecycle of the project in which similar tasks are completed.

For example:

You can define your own project phases under "Settings > Catalog > Phases" in the left navigation.

A Task Group is a way to organize tasks in the project. A task group can contain one or more tasks that need to be completed in a specific phase of the project.

For visual ease, you can assign distinct colors to task groups. You can also specify start and end dates for each task group to better track the project.

A Task is a work item within a task group. Tasks can be assigned to Office users or Field users.

With tasks added to all phases in the project, you get a bird's-eye view of all the effort required to complete the project.

You can do the following in a task:

Check out this article about defining Project Tasks.

A Checklist is the complete list of sub-tasks required to complete a task. For example, running wires and labeling wires are two sub-tasks in the Prewiring task.

Checklists help you list your expectations from the task clearly. When the Installer completes the sub-tasks, they mark them as Complete. When all sub-tasks are complete, the task is deemed to be complete.

You can always add a sub-task to a completed task and reopen it.

Event is how you schedule tasks for completion. Events can be scheduled for a few hours in a day, the entire day, or across multiple days. An event can have one or more tasks.

Events are primarily used to schedule tasks for Field users and stay within the labor estimates shown in the accepted proposal.

Check out this article about scheduling tasks as events.

There are two ways in which you can add project tasks.

A Task Template is a blueprint of predefined task groups and tasks that you can use across projects. Task templates simplify your effort to add tasks to projects.

Once applied to a project, the project inherits the task groups, tasks, and checklists from the template. You can add or remove groups, tasks, and checklists or fine-tune the ones that came with the template to suit the work required for the project.

Learn more about building effective Task Templates

If you run a diverse range of projects with unique tasks, you can always add task groups and tasks directly to the project.

If you find that the task groups and tasks worked well for a completed project, you can permanently save the groups, tasks, and checklists as a task template and reuse the template for future projects.

Learn more about Adding Tasks to a Project

Tasks view and Events view (as Schedule) is available to both Office users and Field users.

Office users can track their tasks on the Dashboard, "Projects > Scheduling" in the left navigation, or from the Tasks tab within the project.

Field users also see their tasks in the Dashboard view and Schedule view in a Web app they use to track time when at work.

Check out this article about how Project Managers and Installers see their Tasks and Schedules.