Once you have created the tasks within the project or applied a task template to a project, you will need to add all the required information to help resources execute their tasks effectively and on time.
Benefits of well-defined tasks
You can add project tasks with just the task title. Although you don't need to add task details, it is good to be highly descriptive when you define the tasks.
Well-defined tasks can help you in the following ways:
Tasks with adequate details are more helpful for Field users. For example, attaching the Product Specs, Manuals, and Connection diagram helps Installers set up and tune products sooner and make minor adjustments when needed.
Projects managed by multiple resources require less collaboration because tasks contain all the necessary information.
Active projects can be transitioned to new Project Managers with minimal transition effort because tasks contain all the necessary information.
Well-defined tasks can serve as a Scope of Work (SoW) reference should your customer request it.
Defining a task
Once you are in the Edit view of the task, you will see a modal with the task details.
Task group and Status dropdowns
To the right of the task name, you will see the task group the task is in and the current status of the task.
Effort and Due date
Below the task name, you will see an option to set the estimated effort in hours and minutes and a due date for task completion.
Details tab
In the Details tab, you can do the following:
Add a description about the task.
Add more items to the checklist.
The option to add the products associated with the task. For example, if the task is to install A/V products, you can associate the relevant A/V products with this task.
To add the products to the task, click "Add items" in the Items section. This will show all the products in the project and their availability status.
Select the products you want to associate with this task, click "Add selected items," and then "Finished adding."
If you have many products in the project, you can group and filter them by Locations, Systems, and Phases to narrow down the list and then add the relevant products.
The products you selected will be shown in the Items section.
When a product is installed, the installer can mark the status as "Installed" from the Field user view.
Files tab
Under this tab, you can add specs, installation manuals, or any other documents that the technicians require.
Drawings tab
Under this tab, add plan views or image quotes, if you have used the Visual Quoting functionality. This looks similar to the Files tab.
Activity tab
Here you will see all the activity for this task. You can add comments with @ mentions and even add photos.
Once you have defined the task, click the "X" on the left of the modal. The task will be saved with all the details you entered.