Tasks

Tasks5 min read

Tasks is where you plan work: a list for day-to-day edits, a Gantt for the programme, and a Calendar for dates and events. The same three views live on workspace Tasks and on each job Plan tab.

Workspace Tasks list with List, Gantt, and Calendar tabs

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When this area is the right place

Use Tasks when you are building or changing the plan.

Use My Work for your personal due-date queue and on-site quick actions. Use a job when you need diary, snags, files, or Job finances.

Where tasks live

Place	What you see
Tasks in the sidebar	Work across jobs. Filter by status, type, and assignee.
Job → Plan	The same List, Gantt, and Calendar, scoped to that job.

Every task belongs to a job. On workspace Tasks, pick the job when you create one. There is no separate Tasks tab on the job: the tab is Plan.

Views

View	Use when
List	Statuses, assignees, due dates, sub-items, and bulk edits
Gantt	Durations, links, the critical path, snapshots, and sharing the programme
Calendar	Dates at a glance, events, and drag-reschedule

Toolbar on Gantt and Calendar: Add Task, Add Event, and Import. On List, capture to-dos in the bar at the top of the list; Add detailed task opens the full planning form.

Statuses

Status	Meaning
Not started	Not begun
In progress	Under way
On hold	Paused
Complete	Done
Overdue	Past the due date and not complete
Blocked	Waiting on something else

Common actions

• Type in Add a to-do… on the List to capture a name-only item. Enter keeps the field ready for the next one. These get the To-do type (change it anytime in the editor) and stay off the Gantt and Calendar until you add dates.
• More details (on the capture bar) or Add detailed task opens the full planning form: dates, assignees, type, Gantt/Calendar visibility.
• Add Event for a meeting, delivery, or inspection that is not a task bar.
• Open a row or bar to edit in the detail sheet (Details and Activity & Comments).
• Filter by status, task type, and assignee. On Gantt and Calendar you can also overlay snags and RFIs.

Tip

Open a shared task link that includes a taskId on the Tasks page: the detail sheet opens on that task.

Internal work

For office or ops work that is not a site:

1. Create an internal job (for example SiteHut / Internal).
2. Assign yourself so My Work shows the queue. To-dos created from My Work are assigned to you automatically.
3. Set an end date so overdue / today / this week grouping works. Name-only to-dos land in Unscheduled until they have a date.
4. Star the job if you create tasks from My Work often.

Filters, bulk edit, import, and settings

Filters: status, task type, assignee (including unassigned). Calendar also has Show tasks, Show events, and Milestones only. Gantt Colour by can be Status, Critical, or None. Both views can Hide weekends.

Bulk: select rows, then change status, assignees, parent, milestone, or visibility, Merge into checklist…, export, or delete.

Import opens Bulk Import & Update: Full CSV, Quick list, a Library task template, or MS Project XML. Task templates live under Library → Templates.

Task types are a workspace list under Settings. Working days and timezone live under Settings → Preferences. Non-working exceptions can be added from the calendar.