Introduction to Tasks
A Task can be created from any Diagnostic record to track the work associated with correcting the identified performance issue. Task records allow users to also report on the improvements to energy, comfort, and maintenance performance from completing tasks. This quick video summarizes how to create and update a Task.
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Creating a Task
A Task can be created from a widget on a Dashboard or from an individual Diagnostic record.
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| title | Expand this section to view a detailed summary of all fields in the Create Task form |
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Task Field | Description |
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Organization | The Organization Name the impacted equipment is contained within. | Buildings | The Building Name the impacted equipment is contained within. | Equipment | The Equipment Name of the impacted equipment. | Assignee | Choose an Assignee from the drop down menu. The list is populated with users from the Organization the impacted equipment is contained within. | Status | The “Status” drop down menu lists 5 options, each indicating a different level of completion for this specific task: Open, In Progress, Complete, On Hold, and Cancelled. | Summary | A brief, one line, description of the issue. This field will be prepopulated by the results of the diagnostic findings. | Description | Provide a more detailed explanation of the issue. What did you see in the Diagnostic Result? What do you think is the root cause? Etc. | Recommendations | Based on your knowledge of the site and equipment, what should the Assignee do to investigate or resolve the issue? | Actions | Summarize any actions which were performed to resolve the identified issues. | Send Email | Optional checkbox to send an email to the task reporter and assignee | Create Work Order | If an integration to the Computerized Maintenance Management System (CMMS) has been performed then the “Create Work Order” checkbox will be displayed when creating a task. When selected, this will trigger a work order to be created within the CMMS. |
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Customizing Your View
The Tasks table can be customized by selecting/removing which columns are displayed and resizing/reordering columns within the table.
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Column Name | Default Selection | Description |
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Organization | ☑️ Selected | Organization Name | Client Task ID | ☑️ Selected | | Building | ☑️ Selected | | Assignee | ☑️ Selected | | Summary | ☑️ Selected | | Task Diagnostic Date | ☑️ Selected | | Annual Avoidable Cost | ☑️ Selected | | Annual Avoidable Cost (local currency) | Unselected | | Status | ☑️ Selected | | View Task | Unselected | | View Diagnostic | Unselected | | Task ID | Unselected | | Work Order ID | Unselected | | Reporter | Unselected | | Description | Unselected | | Recommendations | Unselected | | Actions | Unselected | | Date Created | Unselected | | Date Modified | Unselected | | Date Completed | Unselected | | Annual Avoidable Cost Error | Unselected | | Annual Avoidable Cooling Use | Unselected | | Annual Avoidable Cooling Cost | Unselected | | Converted Annual Avoidable Cooling Use | Unselected | | Annual Avoidable Electric Use | Unselected | | Annual Avoidable Electric Cost | Unselected | | Converted Annual Avoidable Electric Use | Unselected | | Annual Avoidable Heating Use | Unselected | | Annual Avoidable Heating Cost | Unselected | | Converted Annual Avoidable Heating Use | Unselected | | Analysis | Unselected | | Equipment | Unselected | | Equipment Class | Unselected | | Equipment Type | Unselected | |
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Moving and Resizing Columns
Click-and-drag the vertical border between header rows to resize the column. Drag-and-drop a column header to move the column. Click Save to retain the configuration of the table.
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Applying Filters
Filter Groups and Fields
Filters are organized into four groups: Buildings, Equipment, Diagnostics, and Tasks. Within each filter group, selected filters will automatically limit the available options in subsequent filter selections (e.g. selecting the Equipment Class “Air Handler” will limit the available options within the “Equipment” filter to only those classified as Air Handlers).
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 | Buildings Provider Organization Building Group Building Class Building Type Buildings
|  | Equipment Equipment Class Equipment Type Equipment
|  | Diagnostics |  | Tasks Date Created Date Completed Date Modified Task Status Task Assignee Task Reporter Annual Avoidable Cost
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Managing Tasks
Any Task task record can be edited by simply clicking on the row within the Tasks table. Clicking on a row will initially display the task details with options to Edit or Delete the task record:
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Clicking on the Edit icon will launch a new modal with all fields available within the Task record.
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The Annual Avoidable Cost and Energy Use fields are automatically populated for the task record based on the energy impacts of the associated diagnostics. /wiki/spaces/BRED/pages/58038413. |
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