Everything about Tasks

Article author
Mads from Uptick
  • Updated

So you've seen a lot of talk about tasks, but you're not sure what they do and how they work. Well, you're in the right place. This article will explain all there is to know about tasks, task statuses, how to use them and what they are designed for. 

Task Statuses 

A PDF guide of this information is attached for download at the bottom of the article.

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Deleting Tasks

Even though we often suggest against deleting tasks, there is an ability to do it. We only suggest using the task deletion function if:

  1. The task is new and nothing has been updated through it (no assets have been added, had remarks added or serviced).
  2. The task was created by accident. 
  3. The task is a duplicate. If this is the case, make sure it is investigated of why the duplicate has occurred, so it doesn't happen again next month.

Important Note: There is a "can delete task" permission. You can assign this to certain security groups to limit the users that can complete this function. 

 

Editing a Service Task

Within tasks, are service tasks. These are the way the task functions, linking together the routine/service and the assets onto the work tab. 

  • Navigate to the work tab of a task.
  • Click "Edit service tasks". This will take you to a page where all service tasks (routines/services and products) will display in a grid.Screen_Shot_2021-01-19_at_3.15.45_pm.png
  • From here, you can edit any of the cells. Just click off the sell to save. 

Helpful tip: This page behaves like an excel spreadsheet, meaning you can copy paste. Select a cell so it's blue and use your keyboard shortcuts to copy (Ctrl + C, Command + C). Select all cells to paste into and use the keyboard shortcut (Ctrl + V, Command + V). 

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Keywords: tasks, task statuses, status, performed, completed, office review, on hold, onhold, cancelled, revisit, vacant, pending external, access review, field review, in progress, scheduled, ready, not ready, service tasks, deleting tasks, delete task. 

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