Task Planner

Smetter includes a built-in Tasks Planner that allows you to create your own tasks, plan construction activities, and track work related to Projects, payments, and deliveries. Instead of searching through Work Packages and other parts of the system for upcoming actions, all important tasks are brought together in one place.

The planner displays the following types of tasks:

• manually created tasks;
• planned purchases and work from the schedule;
• scheduled payment dates;
• payment requests;
• Material Requisitions.

The Tasks Planner is designed for team collaboration. You can assign tasks to yourself or your colleagues and add other team members as Watchers.

Task Planner

The Tasks module is available from the top menu (1).

Tasks can be viewed in two formats: Task Board (2) or List (3). The Task Board shows only current incomplete tasks scheduled for the next 7 days. All other tasks are available in List.

Creating a Task

o create a task, click Create Task (1) and specify:

- Task Name (2);

- Task Status (3). New tasks are created with the Pending status. When the assignee starts the task by clicking on status, it changes to In Progress, notifying the creator and Watchers that work has started. All tasks with the In Progress status are displayed in the corresponding column;

- Description and Comments (4);

- Attachments (5). You can attach up to 10 files in different formats;

- Tags (6). These are custom keywords that can be used to group tasks, for example, “Urgent” or “Important”;

- Color Marker (6). Like tags, markers can be used to group tasks. You can decide what each color represents;

- Due Date (6);

- Related Project or Work Package (7);

- Assignee (8) — the employee responsible for completing the task. The Assignee can report progress, attach files and progress photos, mark the task as started, and complete it;

- Watchers (8) — employees who can view the task and receive notifications when its status changes or when it is completed.

To edit a task you created, click the relevant task on the Task Board or in List.

To delete a task, click Delete in the task window.

To mark a task as completed, click the checkbox to the left of the task name (9).

Filters and Navigation

Use search (1) and filters to quickly find the tasks you need.

Tasks can be filtered by:

• Color Marker (2);
• Tag (3);
• Project or Work Package (5);
• Type (5);
• Assignee (6).

To view completed tasks, enable Show Completed (4) in the filter panel.

To change the order in which tasks are displayed in List, use Sort (5).

To mark a task as completed, click the checkbox to the left of its name. In List, you can also do this by hovering over the task (7).

System Tasks

Automatic system tasks related to Work Packages and financial activity cannot be deleted or edited.

They are completed automatically when the corresponding action or request in Smetter reaches its final status, such as Closed, Paid, Delivered, and so on.