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Manage tasks for the users of a specific asset.
About tasks
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Tasks are any job that needs to be carried out for asset management.
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You can assign work and set deadlines for yourself and other users.
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You can classify tasks by status and priority, and add tags and attachments.
Examples for tasks
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Finalizing budgets with stakeholders
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Evaluating O&M suppliers
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Optimizing maintenance schedules
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Preparing tax documents
Views of the Tasks domain
Enter the tasks domain in platform view, by selecting the dedicated domain tab 
Overview
In the overview, you see a list of all tasks grouped by their status into different tabs: To do, In progress, Done, Cancelled. Select a tab to see only the tasks with the respective status.
Note
Tasks from sub-assets are consolidated to higher asset levels. You can see the respective sub-asset in the column Organizational level.
Quick view
Select a task in the overview to display a quick view of its details in a side panel.
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Name |
Details |
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|---|---|---|
|
1 |
General info |
View the task details you enter upon creation. |
|
2 |
Linked items |
Link other items of the portal to the task. See also Link other items with a task. |
|
3 |
Attachments |
View attachments for the task. |
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4 |
Detailed view |
Go to detailed view. |
Detailed view
Select Go to detailed view in the quick view to open the task’s details on a separate page.
Monitor tasks on the dashboard
To help you work efficiently, tasks are evaluated in the following widgets on the dashboard: