This article explains the task statuses, categories and parts statuses that track a task's progress, and the review-required alerts that flag when a task needs office attention.

You will need the following permission in your security group: Can see my tasks.

Click here to learn about permissions and security groups.

Default task statuses in Uptick are preconfigured to help you manage task workflows efficiently. For instance, a task defaults to the Not Ready status when it is not yet ready for assignment or scheduling. If a due date is set, the task automatically transitions to the Ready status on that date.

Transition to Not ready status if the task is not ready to be assigned, scheduled or performed by a field user. If a Due after date is set, it transitions from Not Ready to Ready on that date.

Choose Pending external status when awaiting a response from someone external, such as a building manager returning a logbook or a subcontractor providing an update.

If a subcontractor rejects the task, the Rejected status is automatically set.

Tasks are automatically set to the Ready status upon generation.

When an appointment is created for the task, it moves to Scheduled automatically.

Mark the task as Revisit if the field user needs to return to the site.

The field user transitions the task to In Progress status while working on it in the app, signalling to desk users to avoid changes that may cause syncing issues.

The field user marks the task as Performed when all work in the field is finalised.

When the subcontractor finalises all work in the field, the task automatically moves to Contractor Review. When the subcontractor office completes the task, it moves to Office review.

The field user moves the task to Office review status to indicate to the desk user that special attention is required. For subcontracted tasks, it is set automatically when the contractor completes the task. Office review is also applied automatically when processing fixed billing contract invoices.

During dispatch, the task can move to the Complete status automatically.

Transition the task to the Cancelled status if it was raised in error or cancelled for any other reason.

Customising or creating task statuses is not currently supported within your workspace. However, our support team can action reasonable requests on your behalf.

Before submitting a request, please note the following:

Important: While names and colours are customisable, the core behaviours and transitions between task statuses are hardcoded and cannot be modified. This ensures consistency and stability across all workspaces.

You can contact [email protected] for further assistance.

Categories classify tasks for efficient management:

To customise existing categories or create new ones, go to Control Panel > Tasks and click Edit or + Create task category.

Set a task category default in Control Panel > Tasks to identify which category is used for Programme maintenance, Billing, Manually created and Quote created tasks.

Use parts statuses on tasks to track the availability of inventory:

Alerts appear across the top of the Process card on a task to highlight anything that needs office review before the task can progress or close. In most cases they point you to the Work tab to decide whether to reschedule or quality-assure the task. Each alert and what triggers it: