Tasks > Tasks Summary

The view option tabs allow you to toggle between preferred views of your assigned tasks

The complete tasks grid - shows you the tasks you have previously marked as complete. It is here you can also uncheck completed tasks so they are active again

Use the search field to search by task name, job name, job number or client

The grid view shows key details about the job/s and task/s assigned to you. Click on the jobs icon to access the job brief.

Use the modify grid option to tailor your fields. In this view we have enabled:

• Client

• Job no.

• Job name

• Task name

• Hours booked (total hours assigned to you on this task)

• Hours spent (total time you have logged to this task already)

• Hours booked today (hours assigned to you on this task today)

• Deadline (when the task is due)

• Done (allows you to mark tasks complete within the grid view)

The filter allows you to review overdue, current or all assigned tasks

The task card allows you to review more information about the task

The briefing icon shows the task brief

The chat icon allows you to collaborate and share files with other people assigned on this task

The time entry & task status icon allows you to make a time entry against the selected task and also change the task status and mark the task as complete

The enter time icon allows you to quickly make a time entry against the selected task. Enter time manually or use the stop/start timer to track time

The my progress icon allows you to track your progress on a particular task using the preset task statuses. This is usually used in conjunction with kanban view

The complete icon marks you as ‘done’ on this task

You can also complete tasks in this column