Personal Task Management

Managing your own tasks in Job Book: My Schedule, the calendar of the tasks assigned to you, and My Unscheduled Tasks, the pool of tasks not yet on the calendar, and changing a task's status from either screen.

My Schedule and My Unscheduled Tasks

You manage your personal tasks in Job Book on two screens: My Schedule and My Unscheduled Tasks. My Schedule is a calendar of your scheduled tasks. My Unscheduled Tasks is your pool of available tasks that are not placed on the calendar.

My Schedule

The calendar opens on the current week.

Accessing My Schedule

On the dashboard, in the My Tasks card, click My Schedule.

Viewing Your Schedule

  • Use the < and > buttons to move between weeks, or click the calendar icon to select a specific date.
  • The weekly view shows a maximum of 4 tasks per day. If a day has more than 4 tasks, they are grouped into a single item labelled ”…”.
  • Click any day to see the full list of tasks for that date.
  • Each task is displayed on its own card. The first line is the job number, the client and the project name, separated by slashes; below it come the task name, a calendar icon with the dates the task is scheduled for, the description, and a clickable link to the job’s location on Google Maps. A task booked over several days shows its start and end dates; a task booked for a single day shows that one date. The status badge sits in the top right corner of the card, and Edit Task Status at the foot of it.

The blocks in the weekly calendar are colour-coded by status:

  • Not Started: Blue
  • In Progress: Orange
  • Completed: Green

The badge in the top right corner of a task card is a different thing, with its own colours: it names the status in words. Read the word on the badge rather than its colour, because the badge colours are not the calendar colours above.

My Schedule
My Schedule is the week as it was booked for you. Click a day and its tasks open as cards under the calendar, with the job's location a tap away.

Changing Task Status in My Schedule

  1. Click a day to view the task details.
  2. Click the Edit Task Status button for the relevant task.
  3. You can change the status from Not Started to In Progress or Completed, and from In Progress to Completed. Completed tasks still appear on your schedule with their new status.
Change Task Status
Edit Task Status tells the office a task has started or finished.

My Unscheduled Tasks

My Unscheduled Tasks lists the tasks assigned to you directly in a Task Plan, sorted by due date. They never go on the Task Scheduler, because only tasks marked schedulable do; see Assigning Tasks. It is your to-do list: every task that is ready for you to work on.

Accessing My Unscheduled Tasks

On the dashboard, in the My Tasks card, click My Unscheduled Tasks.

Viewing Your Unscheduled Tasks

The cards are the ones My Schedule shows, with one difference: beside the calendar icon is a single due date rather than a date range, because these tasks have not been booked for particular days.

My Unscheduled Tasks
My Unscheduled Tasks is your to-do list: work assigned to you that was never put on the calendar. A due date shows where one has been set.

Changing Task Status in My Unscheduled Tasks

Click Edit Task Status at the foot of the card. The choices are the same as on My Schedule, and a task you mark Completed stays on this list, carrying a Completed badge, so you can still see what you have finished.

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