Tasks

Last modified: 05 Dec 2024

Tasks are any job that needs to be carried out for asset management, such as finalizing budgets with stakeholders, evaluating O&M suppliers, optimizing maintenance schedules, and preparing tax documents.

Overview of the tasks domain

There is a dedicated domain tab for Tasks at every asset level.

All tasks are 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.
On higher asset levels all tasks of the respective sub-assets will be consolidated. You can see the respective sub-asset in the column Organizational level.

Create a single task

You can assign work and set deadlines for yourself and other users. You can classify tasks by status and priority, and add tags and attachments.

Prerequisites

An organizational structure with assets already exists.

Steps

Select an organizational level from the side bar and select the domain tab Tasks.
Select +New task.
Enter a descriptive task Title and add a Description if desired.
Select an Assignee (a user in your organization who should carry out the task), a Due date, Status, and Priority. Add any Tags or Attachments if desired.
Select Create.
The assignee will receive a notification email, and the task will appear under the Tasks tab for both you and the assignee.

Further actions

Add additional tasks in the same manner if needed.
The task creator and assignee can edit existing tasks anytime by selecting the Options menu and then select Edit or Delete.

Note

Tasks with the status done or cancelled can no longer be edited.

To help you work efficiently, tasks are linked to the widgets Task radar and Workload analysis.

Add several tasks via CSV file

Prerequisites

An organizational structure with assets already exists.

Steps

Select an organizational level from the side bar and select the domain tab Tasks.
Select Upload file and select the CSV file with the tasks you want to import. After the upload, the system scans your file for matching columns: The system matches your data to the system columns with the task attributes automatically. If some of your data could not be matched to a system column, you will have to match the columns from your CSV file manually to the missing system columns:
- Select the column of your CSV file to match the missing system column. Then select Next.
- On the next page, a table with all the matching data is displayed. Select Finish when you reviewed the table.
All imported tasks appear in the tasks list with the corresponding assigness:
- The system matches the assignees in your CSV file with the corresponding users of your organization (via matching mail addresses). The tasks will be assigned to these users automatically.
- If your file does not contain information about assignees, then you as the file importer will be assigned to all tasks. You can then assign users manually by selecting Options > Edit for each task.