What You'll Learn
This guide covers the essentials of task management in Uptick, from searching and viewing tasks to more advanced actions like using the Geo-allocator and understanding the task timeline. You will learn how to:
Search for tasks
View task details
Understand the task timeline and audit trail
Select and allocate tasks using the Geo-allocator
Edit single or multiple tasks at once
Searching for Tasks
You can search for tasks in two main ways:
Via the property: Navigate to a property and click on the Tasks tab to see all tasks associated with that property. You can then use filters to narrow down the results.
Via the tasks control centre: Click on Tasks in the main navigation menu to access the task control centre, where you can use filters to search for any task.
Viewing a Task
When you select a task, you will be taken to the task view page, which includes several sections:
Details: Update assignments, task details, and add notes.
Actions: Add sub-tasks, service tasks, or forms.
Purchase Orders: View any purchase orders created for the task.
Reports: Access expected and additional reports, and create or preview them.
Sessions: See all technician sessions, created by pressing 'Play' and 'Pause' in the app.
Documents: Add photos or documents related to the task.
Forms: Create and manage web forms for technicians.
Finding Which Technician Was Assigned to a Task
You can easily look up which technician was last to provide services to a particular site by pulling up the property dashboard and checking tasks.
As a Service Provider
From the search bar at the top of the window, type the name of the property you seek information about.
Once on the property page, click the Tasks tab.
On the Task log, find the most recently completed task. The column labelled Assigned (Technician) displays the technician or contractor assigned to that task.
As a Property Manager
From the Client Portal, click Properties.
View the property you want to see more information on.
Once on the property page, click the Tasks tab.
On the Task log, find the most recently completed task. The technician assigned to the task will appear under the column labelled Assigned Technician.
If There is No Assigned Technician Column this means the column is hidden from view. Simply click on the Change Columns button and tick the box labelled Assigned Technician to make it visible.
The Task Timeline and Audit Trail
The Timeline provides a chronological history of a task, including status changes, user notes, and system-generated events. It is available on task, property, and quote pages.
For a more detailed audit, you can use:
Realtime Activity Dashboard: Found under Insights and Reports, this dashboard provides raw session data, including any manual changes to session times and technician location verification. Click Show Audit Log for detailed information.
System Logs: For a complete, unfiltered history of an item, users with the appropriate permissions can access the System Logs in the Control Panel.
Selecting and Allocating Tasks with the Geo-allocator
The Geo-allocator helps you visually allocate tasks to technicians based on their location.
Go to Tasks > Geo-allocator.
Use the filters on the right to select tasks by service group.
You can draw a polygon on the map to select all tasks within a specific geographical area. The selected tasks will appear on the right side for allocation.
Editing Tasks in Bulk
You can edit multiple tasks at once from the Tasks page. After filtering and selecting the tasks you want to edit, click the Edit (x) tasks button to open a popup where you can apply changes to all selected tasks.