Tasks & Routes
The "Tasks" area is the shared workspace for everything that needs to get done: tasks (e.g. defects, repairs, maintenance) and completed rounds appear together in one view. Use the header to switch between the List and the Coverage report.
Features Overview
Views
Choose the view using the switcher in the header:
| View | Shows |
|---|---|
| List | Mixed table of tasks and round logs with inline editing |
| Coverage | Matrix of checkpoint scans per property and day |
Time Filter Tabs
Above all views you will find the time filter tabs All / Overdue / Today / This Week — each with a counter showing how many tasks fall into that period. This way you can see at a glance what is due today or this week and what is already overdue.
Filters in the Left Panel
The left panel contains the workspace filters:
| Filter | Description |
|---|---|
| Type | Only tasks, only routes, or both |
| Property | Shows only entries for a specific property |
| Route | Shows only the logs of a specific route |
New Task
The "New task" button opens the create sidebar on top of the current view — you never lose the context of the list. Clicking an existing task opens the detail view.
Tickets from Customers
Customers with portal access can report their own tickets. These arrive as tasks and are recognizable in the list by the customer indicator in the "Created by" column.
Good to Know
:::tip Note
- What you see in the workspace depends on your permissions: task content requires "View tasks", route content requires "View reports". With only one of the two permissions, you see the matching part.
- Routes themselves are created per property (Property → Rounds) — the workspace shows the completed rounds.
- You can find the chronological scan log of all checkpoints under Dashboard → Activity (filter "Route").
- Each property has its own Tasks tab: the same workspace, pre-filtered to that property. :::
Permissions
:::info Permission To use this page, you need the View tasks or View reports permission. Contact your administrator if you do not have access. :::
| Action | Permission |
|---|---|
| See tasks | View tasks |
| See round logs and coverage | View reports |
| Create a task | Create tasks |
| Edit a task | Edit tasks |
| Complete a task | Complete tasks |