The Scope Menu shows how a project is progressing, including what’s needed and who is responsible. You can use filters to sort tasks and view detailed notes. The Tasks Menu lets you add new tasks or use existing templates for easier management.

Track the requirements of the Project in order to enable the Building Digitally such as:

• Ensure that the devices are installed are getting all the information to enable the communication of devices with the platform

• Getting the information to place the device,

• Tracking the uplifts needed to be made in the project,

• Applications that need to be turned on for the building, and

• Any custom development needed.

Filters&Notes

The filter tab on the Task and Subtask pages allows you to sort by Site, Start & End date, System Type, Application, Contractor, and Assignee. Additionally, you can filter by Priority and Task/Subtask status.

Besides the filters, there is a Notes button. By clicking this button, you can view all notes. Using the navigate button will redirect you to the Scope of Work, where you can see all the details and attachments for the specific task. You will also see the person who added the note, from what company it is, and the date/time the note was logged from.

To add different tasks to your project follow the below steps:

Click on the “+ New Task” button. On the dropdown menu select whether you would like to:

1. Choose Task Template.

2. Or add a New Task.

Creating a new task involves filling out all necessary information from scratch, including the title, site, type, priority, assignee, start date, estimated/actual end date, contractor, and description.

By clicking "Choose a task template," you can access all the templates you’ve created in the "Admin Panel." Follow this link for more information regarding Tasks Templates on Admin Panel.