Work plan tasks help staff track follow-up items without losing them in notes or informal communication.

When To Use Work Plan Tasks

Use tasks for:

• Missing scope details
• Pending inspection follow-up
• Bid follow-up
• Contractor documentation
• Funding assignment review
• Payment or draw prerequisites
• Closeout items
• Required internal review steps

Adding A Task

From the Work Plan Detail page, use Add Task.

A work plan must be saved before tasks can be added.

Enter:

• Title
• Description
• Due Date
• Assignee
• Priority