The task card is accessed via SEARCH and SEARCH WITH FILTER where you will find all the tasks that may match the criteria of your search within your system.

The buttons

On the frontpage of the task card we find different buttons

  • Edit: To edit the task
  • Quickedit: To quickedit the task
  • Change attachment: Here you can change any attachment the task might have
  • To pool: Here you can send the task to a pool
  • Close task: To close the task
  • Create...: When a user is no longer needed it can be activated here. You will then be asked to choose an new existing user that the responsibility will be transferred to
  • Transfer to quotation: Here you can make a quotation for the task
  • Print: Print out the current task
  • SMS: Send an SMS from the current task
  • To template: Make a template out of the current task
  • Invoice now: Send any accumulated invoice to the company you are carrying out the task for
  • Copy: Make a copy of the current task
  • Save as PDF: Save the task as a PDF-file
  • Go back: Go back to the previous page where you searched for tasks
  • To project: If the task is part of a project, you will be taken to it. For more on projects, please refer to the Project module
  • Less/more: Show more/less of these buttons; click on the pencil inside the button to edit which buttons are always shown 

Task tabs

Right under the user card we see the task tabs. These have different purposes:

  • Activity: Here is shown a chronological list of activities that have been done on the task
  • AddressesA list of all the addresses attached to the task
  • BudgetThe current budget of the task is displayed
  • ChecklistA list of all the checkpoints attached to the task
  • CompetencesSee what competences the user has
  • EmailsView a list of emails in relation to the task
  • Equipment: See which equipment are attached to the task
  • Files: See files related to this task
  • Forms: Fill out forms and see previously filled out ones
  • HoursView any hours registered for the task
  • InvoicesView any invoice that may have been invoiced
  • Map: See a list of checkins for this task on a map
  • NotesSee and write notes regarding the task
  • Object accessSee who has access to the task
  • PlanningView any plans the task might have
  • Product use: View which products have been used while completing the task
  • RemindersA list of all the reminders for the task
  • Salary: See salary related information
  • Statistics: Choose different mini reports to see statistics about this task