Add tasks to a planner

Add tasks, set prerequisites, and attach forms, files, Log-Its and time categories.

For administratorsPortal5 min read

Before you start

• A planner open on the Build tab.

Tasks are the heart of a planner. Each one should be a single, clear action someone can finish and record.

1. Add a task On the Build tab, add a task and give it a short, action-led name, such as Isolate the power supply or Photograph the finished room.
2. Describe it Add instructions or context so anyone can do it without asking.
3. Attach what's needed Add the resources for the task (see below).
4. Set prerequisites If a task must wait for another, set it as dependent so it can't be completed out of order.
5. Choose who can complete it See Control who can complete a task.
6. Reorder Arrange tasks in the order the work is done.

What you can attach to a task

Attachment	What it does in the app
Form	The form must be completed before the task can be marked complete. Only forms marked as Planner forms can be attached.
Document or file	Reference material, such as a procedure, drawing or manual.
Log-It	An existing photo record to show as a reference.
Submission	An earlier form submission to show as context.
Timeclock category	Lets people tap in and track time against the task.
Task record	Asks for a photo as evidence. It can be required.

Tip

Break long tasks up. Service unit 3 is harder to track than Replace filter, Check belts and Record pressure.

Note

Every planner needs at least one task before it can be assigned.