Tasks

1 Introduction to Tasks
2 Creating a Task
3 Customizing Your View
- 3.1 Selecting Columns
- 3.2 Moving and Resizing Columns
4 Applying Filters
- 4.1 Filter Groups and Fields
5 Managing Tasks

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.

Creating a Task

A Task can be created from a widget on a Dashboard or from an individual Diagnostic record.

Create a Task from Diagnostics

The most common method of creating a task is to navigate to the Diagnostics feature and create a task from individual diagnostic records. A task can be created by either:

1. Using the drop-down Action menu within the Diagnostics table

2. Opening a Diagnostic Report and clicking the “Create Task” button

Tasks can also be created from Dashboards using the drop-down menu in the upper-right corner of a widget. Creating a task from a widget will require additional selections to isolate the buildings, equipment, and analyses you wish to associate the Task to.

Create Task Form

Clicking “Create Task” will launch a form allowing you to assign, describe, and set the status of the task.

Task Field	Description

Task Field	Description
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.

Customizing Your View

The Tasks table can be customized by selecting/removing which columns are displayed and resizing/reordering columns within the table.

Selecting Columns

Select the hamburger menu in the upper-right of the diagnostics table to “Select Columns” for display.

Column Name	Default Selection	Description

Column Name	Default Selection	Description
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

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.

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).

Applied filters can be saved to retain the configuration of the Tasks table.

	Buildings Provider Organization Building Group Building Class Building Type Buildings
	Equipment Equipment Class Equipment Type Equipment
	Diagnostics Date Range (required) Analysis Interval (required) Analysis Name Priority Ranges (0-10) Avoidable Cost
	Tasks Date Created Date Completed Date Modified Task Status Task Assignee Task Reporter Annual Avoidable Cost

Managing Tasks

Any 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:

Clicking on the Edit icon will launch a new modal with all fields available within the Task record.

The Annual Avoidable Cost and Energy Use fields are automatically populated for the task record based on the energy impacts of the associated diagnostics. Read more about Annual Projections and how to recalculate savings here.

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