Tasks are the small jobs inside the big one: a supplement to chase, material to order, a condition to fix. Tasks shows them across every project.
List or board
Switch between List view and Board view at the top. On the board, drag a task to another status column to change its status.
Tasks shows your most recent tasks. Filter or search to reach older ones.
Find the right tasks
- All types — narrow to one kind of task.
- All assignees — pick a person, or Unassigned.
- More filters — overdue, photos, checklist, linked change order.
- Saved views — keep a filter set you use often.
Change many at once
In List view, select tasks to assign them, mark them done or open, set a due date, or cancel them. Tap a task to open it.
Tasks on a project
A project's Tasks tab keeps that job's tasks in a numbered ledger. Switch lenses at the top:
- Ledger — every task, filtered by status and type.
- Supplements — the insurance supplement funnel.
- Punch — the punch list, on plans that include it.
Open Work on the Overview
The project Overview's Open Work card counts open tasks, punch items, unanswered RFIs and pending selections. Tap a row to go to it, or tap Add task.
Tasks are on every plan.