The task board is designed to provide a dedicated space for easily assigning tasks to individuals. It focuses on daily tasks and allows you to filter by day for improved organisation.
If you're new to tasks, we recommend checking out our "Getting Started with Tasks" article here.
Key Features of the Task Board Left Field Worker List
Task Board Filters
Filter the field worker list to select the most suitable worker for the task
Date Range and Time Range
Allows you to assign tasks for a specific time period (Please note, fatigue is not included in this feature)
Task Tile
Displays the Task Number, Task Type, and time range, with the colour indicating the task's status
Details of the Task Tile
Displays the same information as the Task Tile, with the added details of location, Job Number, and the ability to view more task details. You can also change, confirm, refuse, or remove a field worker from a task instance
Functionality
Click and Drag Task Tiles
You can click and drag tasks with a "Confirmed" status to reassign the task to another employee
Click and Extend the Task Tile
You can click and drag the edges (indicated by arrows) to extend or shorten it. Note that you can extend the task beyond the original booking length and end time, but you cannot adjust it before the booking start time.
Key Features of the Right Task Instance List on the Task Board
Task Board Instance Filters
Filter your task instances to make sure you cover all the tasks within the time period
Task Instance List
Contains the following:
Status
Job Number, Task Instance Number and Task Type - all can be clicked on to bring up the details
Date and time of instance
Location of the instance
Assigned and Confirmed indicator and drop down - Will show the people who have been allocated and who has confirmed for the tasks.
Multi-select tick box - Use this for the many functionality in terms of status changes (confirm, lock, finalise) or to make multiple non-billable.
