How to track the progress of a work task

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Once a work task has been sent to the tradesperson, there may be times when the work has to be delayed for various reasons, so it is important to track the progress. This guidance will show you how to do this.

  1. Navigate to Work Tasks under Properties.
  2. Filter to show All Work Tasks


  3. Use the search function to find the work task you are currently working on and double-click to open.


  4. Utilise the Timeline to keep track of the progress of this work task, see how to add activities.
  5. Once the work has been completed by the contractor:
    1. Open the THIRD-PARTY tab.
    2. Toggle the contractor status = Completed.


  6. Save.
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