Some tasks are created by Trades Panel rather than by a person. Each one asks someone to review something a member of staff has done, and appears on the Tasks board, the dashboard and, where it is linked to a job, the job's Tasks tab, like any other task.
What creates a task
A request for time off
When a member of staff asks for time off, Trades Panel creates Review absence request from followed by their name.
- Who gets it: every owner and admin on the account, on one shared task.
- Due: the day the request is made.
- Description: the dates, the type of absence and the number of working days.
- When it clears: approving or denying the request does not complete the task. Mark it done yourself.
An absence added by an owner, admin or office staff member as already approved does not create a task.
A bill uploaded from site
When field staff photograph a supplier or subcontractor bill on the mobile app, Trades Panel creates Review Purchase Invoice from followed by their name and the invoice number. If they later change the bill, it creates Review Updated Purchase Invoice from as well.
- Who gets it: the purchase invoice approvers.
- Due: a day after the upload, at High priority.
- When it clears: it is marked complete when the bill is approved or deleted.
A purchase order submitted from site
When field staff submit a purchase order from the mobile app, Trades Panel creates Review Purchase Order followed by the PO number. View Purchase Order in Task Details opens it.
- Who gets it: the purchase invoice approvers.
- Due: a day after it is submitted, at High priority.
- When it clears: it is marked complete when the purchase order is approved or rejected.
See Field Staff Purchase Orders.
A line item marked done on the app
When someone on site marks a line item done on the mobile app, the line item goes In Review and Trades Panel creates Review: followed by the line item's name.
- Who gets it: the job's project managers.
- Due: the line item's end date, or a week later if it has none.
- When it clears: the task is removed once the line item is marked complete, either from the job or with Mark Line Item Complete in Task Details. Add Note to Job in the same place adds a note to the job without completing anything.
Who receives them
- Absence request tasks go to every owner and admin. There is no setting to change this.
- Bill and purchase order tasks go to the people chosen as Purchase invoice approvers under Settings > Features. If nobody is chosen, no task is created.
- Line item review tasks go to the job's project managers. If the job has none, no task is created. See Create and Manage a Job to add them.
Related articles
- Create and Track Tasks - opening, completing and deleting tasks
- Record and Approve Staff Absence - approving or denying a request
- Record a Supplier or Subcontractor Bill - approving a bill uploaded from site
- Understanding the Job Schedule View - line items shown In review