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Managing and Completing Tasks

Filtering Tasks

Pending and Recently Completed Tasks will be summarized in the Tasks widget under your Site Summary. To filter pending tasks by assignee and date, click on the filter icon in the top right corner.

 
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After setting your preferences, click "Update Filter" on the bottom right to view your results.

💡Tip: To view all of the site's tasks, first remove all assignees and clear out the date range before clicking "Update Filter." Removing all filters will show you a complete list of upcoming, overdue, and recently completed tasks for the site.

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Editing Tasks 


To edit the information within a pending task, click on the Task title from the Tasks widget. This will reopen the previously filled-out form and allow you to edit task details.

💡Note: To edit a completed task, first, unmark the completion checkbox to unlock a task. 

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Deleting Tasks

To delete a Task, click on the top right three dots of the task and select "Delete Task."

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Completing Tasks

Both Ad hoc Tasks and Tasks within Inspection forms can both be marked complete by using one of the following two workflows.

The first and quickest option to mark a task complete is by clicking on the three dots next to the task name within the widget and then selecting "Mark Complete." The task completion date will automatically be set to the date it was marked completed on the software. 

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The second option is to click on the Task title of interest and then click "Mark as Complete" on the bottom left of the task form. This option allows you to edit the completion date if you are backlogging a previously completed task. 


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If a Task has a subtask, the main task will not be marked complete unless all subtasks have been previously completed. To mark a subtask complete, you can use either click "Mark Complete" from the Site Dashboard, or you can enter the main task and select "Mark as Complete" on the top right-hand corner. 


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Support

If you have any questions or need further assistance, please e-mail help@mapistry.com or call (510) 313-1422.