Projects Task reportProjects Task report

Tasks are the things that need to be accomplished on work orders. The Project Task Report lists those tasks and provides the following details:

  • – indicates that the task was added directly onto a project or work order and did not come from a sales order
  • Task – the thing that needs to be completed. Sales Order tasks are usually the name of the item being installed. Service tasks are generally a description of the work to be completed.
  • ETC – Estimated Time to Complete as defined on each item. These times can be modified by a project manager as well.
  • ATC – Actual Time to Complete is a manually entered value on the task itself, usually by a technician
    • If the ETC or ATC is printed in red, that means that it took more time to complete the task than was estimated.
  • Priority – tasks can be prioritized using the list created at Settings > Pop Up Lists > Task Status
  • Assignee – individual tasks can be assigned to specific technicians. If no tech has been assigned to a task, it will display Anyone.
  • Status – the status of the tasks as set by the technician. Statuses are customizable by a system administrator in Settings > Pop Up Lists > Task Status.
  • Desc – this is where notes to the technicians will be displayed. Notes can be entered by sales staff on proposals and sales orders or project managers on projects.
  • Pictures – if a technician captures a picture for the task, it can be displayed here
  • Notes – any task notes will be shown here, including the name of the user who added the note as well as a date and time stamp

Task Report optionsTask Report options

There are a number of options to customize the Task Report available by clicking the Options button.

Filters

  • Status – use the dropdown list to show only tasks with a specific status
  • Task Complete – is the task done?
  • Task Assignee – use the dropdown to show tasks assigned to a specific technician
  • Task Priority – the dropdown is used to select a task priority to be displayed
  • Work Order – pick a particular work order to show only tasks from that WO
  • Project – show tasks for a specific project by choosing it from the dropdown
  • Customer – see a list of tasks for a particular customer
  • Phase – see any task that is associated with a specific Labor Phase
  • Needs Attention – is there something outstanding on the task?
    • True – shows tasks that need to be completed
    • False – shows tasks that are done
  • Wildcard Search – enter a text string to search tasks in task Description or Assignee
  • Completion Date From – show tasks that were completed on or after the entered date
  • Completion Date To – display tasks that were completed on or before the date

Hide

Pictures – if pictures have been added to a task, this checkbox will keep them from printing on the report.
Notes – hide task notes on the report
Task Description – exclude the task description from being displayed on the report
Task Status – remove the task status from the report
Time to – eliminate the ETC and ATC fields from the report

Summarize By

Project – check this box to group all tasks together by the project name
Work Order – this box causes tasks to be grouped together by work order
Phase – shows all tasks for a particular phase
Task Status – puts all tasks with the same status together on the report

Note: You can use multiple filters and checkboxes simultaneously to create the report of your dreams!

Last modified: 4 May 2020

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