Easily view and manage all project tasks across your company with the Task Manager. Learn how to navigate the interface, filter your view, and stay on top of overdue or upcoming tasks from one central location
The Task Manager displays all assigned tasks—past and future—from all projects, helping you and your team stay organized and proactive.✅
Key Features
🔍 Centralized View: Access every task from every project in one place.
📅 Rolling Date Window: Displays a two-week window from today’s date.
🔁 Filter Options: Filter tasks by assignee, project, task type, and status.
🛠️ Quick Updates: Change task status or open tasks to make edits.
📱 Available Anywhere: Use on desktop or mobile for daily planning.
Table of Contents
Navigation and Layout
The Task Manager is available in both the web and mobile apps:
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On Desktop: Access from the left-hand navigation menu.
- On Mobile: Tap the Tasks icon at the bottom of the screen.
Layout
The Task Manager displays tasks in a ticket-style view, grouped by date.
Overdue tasks appear at the top and can be collapsed to simplify your view.
Filtering Tasks
The Task Manager allows flexible filtering so you can focus on what matters most:
👤 By Assignee*: See what your team members or vendors are working on.
🏗️ By Project: Narrow the view to tasks for a specific job.
✅ By Status: Choose to show only completed or not completed tasks.
📝 By Task Type: Filter between to-do tasks and scheduled tasks.
⚠️Only Admin users can filter by assignee. Team members, field users and vendors only see tasks assigned to them.⚠️
Managing Tasks
The following task information is displayed:
📝 Task name
🏗️ Associated project
📅 Due date
⚠️ Completion Status indicator (e.g. To-do, In Progress, Completed)
🔥 Priority level (e.g. High, Medium, Low)
Select the circle on the right to mark tasks as Complete or In Progress.
Updating Tasks
Click anywhere on the task ticket to make edits, view files, or send messages.
Select the links below for more information:
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!