Actions and Tasks

Under Project management in the menu.

Small actions needed to complete a job, such as call a contractor, chase a quote, book a visit or confirm a drawing.

Methodology: Actions sit underneath a job/item. They are not phases or budget lines; they are the next practical steps required to move the work on.

Steps:

  1. In Add action choose the phase and item, type the title, pick the Type (Task, Question, Issue, Snag, Variation, Decision, Info), owner, supplier, priority and reminder.
  2. Tick Make visible in portal when the contractor should see it, then press Add action.
  3. Work the Action register with the status, phase, owner and supplier filters; the Portal checkbox on a row changes its visibility later.
  4. Set Overdue message settings for how overdue actions are chased, and press Save.