Tasks Table Fields

Project Name

Lists the projects on which your organization participates. The name links to the Project Home Page. For a Lien Waiver Only Sub-Tier (LW Sub), the name links to the Sub-Tier Home Page.

Type

Lists the type of task to complete. Task types include administrative, budget, compliance, draw, integration, payment, project, and system-related actions. Lien Waiver Only Sub-Tiers will only see administrative, project, and system-related actions.

Administration

Account administration tasks, such as resetting a password or PIN.

Budget

Change order and schedule of values tasks.

Compliance

Lien waiver and legal document requirements tasks.

Draw

Invoice submission tasks including Enter Billing Details, Sign Invoice, and Manage Invoice.

Integration

Accounting system or Enterprise Resource Planning (ERP) import and export tasks.

Payment

Disbursement, authorization, or payment receipt tasks

Project

User role, project settings, and project participant tasks.

System

Tasks related to application operation.

Task

Shows open tasks; the name links to the page where a user can complete the task.

Draw

Lists the draw number the task affects.

Received Date

Lists the date the system assigned the task to the user.

Assigned to

Lists the users who should complete the task.